## **Annual Report and Financial Statements of the** ## **Parochial Church Council of Bradley St Martin** **For the year ended 31[st] December 2021** _**Charity registration number: 1185510**_ |**Contents**|Page| |---|---| |Objectives and Activities|2| |Achievements and performance (see Review of the Year)|8| |Financial Review|3| |Safeguarding|6| |Reporting serious incidents|7| |Fundraising|7| |Volunteers|8| |Review of the Year|8| |Future Plans|11| |Risk Management|11| |Structure, governance and management|11| |Related parties|12| |Reference and administrative details|12| ## **Appendices:** ## **Appendix 1:** Minutes of Church Vestry Meeting and APCM for 2021 ## **Appendix 2:** Independent Examiners Report and Financial Statements for the period 1 January to 31 December 2021 ## **Appendix 3:** Agenda for the Church Vestry Meeting and APCM for the period 1 January to 31 December 2021 _1_ ## **The Parochial Church Council of Bradley St Martin Trustees’ Annual Report for the year ended 31[st] December 2021** _**Charity registration number:**_ **1185510** ## **Objectives and Activities** The Parochial Church Council of Bradley St Martin (the PCC) has the responsibility of co-operating with the incumbent, the Reverend Kate Watson, in promoting in the ecclesiastical parish, the whole mission of the Church, pastoral, evangelical, social and ecumenical. The PCC is also spiritually responsible for the maintenance of the church. The PCC is committed to enabling as many people as possible to worship at St Martin’s Church and to become part of the parish community. Our services and worship put faith into practice through prayer, scripture, music and sacrament. Also, beyond our gathered worship times, the PCC promotes and encourages activities of hospitality and fellowship, including practical and spiritual support as acts of loving kindness and outreach to the community of the parish. ## **Public Benefit** The trustees of the PCC are aware of the Charity Commission’s guidance on public benefit in The Advancement of Religion for the Public Benefit and have had regard to it in their administration of the Charity. The trustees believe that, by promoting the work of the Church of England in the Ecclesiastical Parish of Bradley St Martin it helps to promote the whole mission of the Church (pastoral, evangelistic, social and ecumenical) more effectively, within the Ecclesiastical Parish, and that in doing so it provides a benefit to the public by: - Providing facilities for public worship, pastoral care and spiritual, moral and intellectual development, both for its members and for anyone who wishes to benefit from what the Church offers; and - Promoting Christian values and service by members of the Church in and to their communities, to the benefit of individuals and society as a whole. - Much of the community outreach work of St Martin’s Church is undertaken by volunteers from the church community and involving members of the wider community. _2_ ## **Achievements and Performance** See Review of the Year ## **Financial Review** The New Year of 2021 began with a further national lockdown as the Covid-19 pandemic continued and gatherings were suspended once again including gathered worship at St Martin’s Church and rental of the church centre facilities by renters and other groups. Connection to and support of the St Martin’s Bradley community, including those who were vulnerable, continued throughout the lockdowns as it had throughout 2020 including livestreamed worship. By April 2021, restrictions began to ease; church gatherings resumed and some renters returned, albeit on a reduced scale due to ongoing Covid concerns. The effects on rental income in 2021 were less severe than in 2020, although lower than pre-pandemic levels. A rebate on the Parish Share was once again offered in 2021 and the payments of the roof loan remained suspended until September 2021, enabling St Martin’s PCC to maintain a reduction in outgoings to offset some of the ongoing losses in rental income. We are grateful to our worshipping community who have been consistent with their regular giving to St Martin’s Church, providing a steady income to support our charitable aims. We are also grateful to have received grants and donations to assist with helping those in need within our community. We have utilised the money from our 3% Giving to aid charities both locally, nationally and internationally. We are in a financially stable position moving into 2022 and are grateful that it appears that the worst of the pandemic may be over and hope the coming year will offer greater opportunities to gather for worship, to engage with our local community, to be a centre for community events and to offer good value, high quality rental facilities. Income for 2021 - Unrestricted (including designated) income for the year totalled £45,223 (2020 £43,696). This represents a slight increase on 2020 attributed to the re-start of rental income as Covid restrictions allowed and increases in planned (stewardship) giving. Income overall is still down from pre-pandemic figures (2019 = £64,329). Receipts from planned giving (stewardship) either through our envelope scheme or monthly standing order were £35,634, an increase of some 12.2% over 2020 figures and representing an 8.5% increase over pre-pandemic 2019 figures. At the annual review of planned giving, the congregation were invited to give an additional one-off sum to help address the shortfall. This raised £900 and is included in the _3_ stewardship figures above. Once again, in recognition of the financial challenges of the pandemic, the Diocese offered a reduction in Parish Share, this time of one month’s payment, namely £2,774 (2020 £4,161). The PCC will continue to encourage each person to prayerfully consider his/her stewardship commitment for 2022. The PCC thanks Tony Dutfield for all the work he does behind the scenes as Stewardship Officer. The Stewardship Officer makes Gift Aid tax claims on behalf of the Trustees and plays a vital part in ensuring that stewardship remains a core commitment. Gift Aid remains one of our key sources of income, totalling £7149.89 for the last financial period, a slight reduction compared to 2020, which was itself reduced from 2019. We continue to benefit from extra Gift Aid due to the government allowing charities to claim gift aid on cash donations (maximum value of £30 single donation) although with the lockdowns and limitations of the pandemic, the loose plate giving remained very low perhaps accounting for the reduction in recovered gift aid. Gift Aid is split between general funds or the designated building fund depending on whether funds are needed in general funds to support day-to-day church running. We receive a rebate from OPUS Energy during the year for the energy we generate as a surplus to the National Grid. This year’s rebate was £1,346 however this figure includes £743.41 of 2020’s rebate not being paid until February 2021. Once again, rents contribute a large proportion of our Unrestricted and Designated income, totalling £6,138.50. There was a slight uplift on 2020 figures as restrictions eased during some months and our primary renters Slimming World and Weight Watchers returned. This remains a significant drop compared to pre-pandemic 2019 figures (from £15,548). This drop in rental income will, for the next few years, limit the availability of extra income for the building fund as currently any rental income is allocated to roof loan repayments. Our roof loan commitments, which although suspended during the pandemic, resumed in September 2021 and £4,441.68 was paid in 2021. The outstanding balance is £69,634 at 31 December 2021. During 2022 we anticipate that unless rental income increases, the roof loan repayments will need subsidising from general funds. The PCC is thankful for having such an amazing building and wants to see the building used to serve our congregation and the wider community to its full potential. It is committed to searching for other key users of the building to improve rental incomes as postpandemic opportunities allow. _4_ With regards to expenditure, the biggest expense is the Parish Share, totalling £30,511 for the year, this being once again reduced from the planned commitment as the Diocese granted a onemonth waiver in recognition of the financial difficulties arising from the pandemic (gross Parish Share payable £33,285 less support of £2,774 from the Diocese). For 2022, there has been a revision to the way the Parish Share/Common Fund is calculated and from 1 January 2022, St Martin’s will benefit from a slight reduction of circa £800 per annum over 2021’s undiscounted amount, resulting in a Common Fund request of £32,481. The PCC continue to commit to donate to charities and other causes and facilitate fundraising by the congregation and others. Over the course of the year the PCC allocated over £2269.58, which, considering the ongoing financial challenges of the pandemic, was a fantastic achievement and an increase on 2020. We were pleased to have been able to hold an in-person fundraising evening when restrictions allowed, to boost donations for Operation Christmas Child and money raised at the church Christmas Lunch were for the benefit of the Children’s Society. Donations were also made by individuals to the chosen charities directly. ## Investments We currently have investments with CCLA that accrue interest each year. The 31 December 2021 valuation is shown in note 4 to the accounts. (Copies of the end of year statements are attached to this report). A total of £3,379.96 was accrued in the CCLA restricted fund over the last 12 months. ## **Reserves Policy** The PCC aims to keep approximately two months running costs in reserves. This equates to approximately £5,000. The reserves will be built up over a period of time as and when funds allow. It is at the discretion of the PCC when to utilise the reserve funds and in the instance of the fund being used, it will be voted upon and agreed by the PCC. ## **Investment Policy** The charity is granted power to invest in suitable investments under the PCC Powers Measure 1956 and the Trustees Act 2000. As a charity, the Trustees have a duty of care to take such advice as is appropriate before investments are undertaken. This advice is sought from the Central Board of Finance (CCLA) in London. The charity’s investment policies are based on two key principles: - - Ethical Investment – this includes ensuring that investments are held in companies which have high standards of corporate governance and act in a responsible way towards stakeholders. _5_ - Long-term responsibilities – the trustees are aware of their long-term responsibilities in respect of the Restricted and Unrestricted reserves and as a result follow a prudent approach to investment decisions. Investment policy for long-term funds is aimed primarily at generating a sustainable income, with due regard to the need for the preservation of capital value, and the possible need to realise investments to meet operational needs. The charity does not have a policy of generating income at excessive or high risk – known as “purchasing income”, where high returns are guaranteed at the expense of capital. In summary, the charity has an overall policy to maximise income while preserving the real value of its funds. Due to the nature of the charity, an ethical investment policy is taken into consideration when investments are made: The charity follows the Ethical Investment Advisory policy as recommended by the Lichfield Diocese which includes the following: - “We aim to invest in companies that: - will develop their business in the interests of shareholders; - demonstrate responsible employment practices; - are conscientious concerning issues of corporate governance, the environment and human rights; - are sensitive to the community in which they operate.” Planned giving, collections and donations are the main sources of fund raising along with tax recoverable. ## **Safeguarding** The PCC of St. Martin’s take seriously its responsibility to protect and safeguard the welfare of children and young adults. We continue to commit to developing a safeguarding culture that: - Creates an environment where there is an awareness and vigilance about the signs, symptoms and impacts of abuse - Enable and encourages all concerns and allegations to be raised in order to protect children and adults from harm - Ensures all those who work or volunteer on behalf of the church on behalf of children and adults have the appropriate DBS checks and safeguarding training - Holds to account those in the church community those who disregard the safety of children and adults At the beginning of the year, the safeguarding co-ordinator reminded the PCC, congregation and leaders of groups, of safeguarding policies and procedures when meeting online. An addendum _6_ to the safeguarding policy in response to the Covid-19 pandemic was created, reflecting the move to virtual meetings and worship online. We recognised that we all had a responsibility to safeguard vulnerable members of our community when we were unable to meet in person. Throughout the year, safeguarding was a standing agenda item at all Standing Committee and PCC meetings. The PCC consider they have fulfilled their duty under section 5 of the Safeguarding and Clergy Discipline Measure 2016 (duty to have due regard to House of Bishops’ guidance on safeguarding children and vulnerable adults). ## **Reporting Serious Incidents** A Serious Incident is an adverse event, whether actual or alleged, which results in or risks significant harm to the charity’s beneficiaries, employees, office holders, volunteers or to others who come into contact with the charity through its work, loss of the charity’s money or assets, damage to the charity’s property or harm to the charity’s work or reputation. The PCC is not aware of any Serious Incidents in the last year. ## **Fundraising** The PCC takes its fundraising responsibilities seriously and is very grateful to all donors – whether regular or occasional – for their support of the church and church events. Supporters are never taken for granted and the PCC recognise with thanks the gifts of time and expertise which are also offered, as gifts-in-kind which reduce its financial expenditure, for example the skills of those on the maintenance team who undertake maintenance and refurbishment works voluntarily and cleaning teams. The PCC take full responsibility for fundraising and do not use commercial organisations or professional fundraisers. All money raised is either by donations, grants, fundraising events, special appeals or legacies for which the PCC are most grateful. Despite the difficult conditions during the on-going Covid-19 pandemic and restrictions on gathered worship and fundraising community events and activities, the PCC is encouraged by the ongoing financial commitments made by the congregation, many of whom give a regular weekly or monthly sum via direct debit/standing order or by the ‘envelope’ scheme. The PCC is grateful for the support of local grant making organisations, in particular an annual sum from the Emma Bussey Trust for work supporting the most vulnerable, particularly the elderly, in the Bradley area. The Wolverhampton branch of the Rotary Club gave £750 to the PCC’s Discretionary Fund which is focussed on supporting those in financial hardship. St Martin’s Church registered as an advocate with the charity Acts435. Acts 435 provides specific _7_ practical (financial) help for people known by local churches to be in need by matching financial donors to anonymous requests, posted by the advocate. During 2021, £575 was donated to support 8 individual requests. Needs ranged from a single mum with two young children setting up a new home having fled domestic violence to several people seeking contributions towards Debt Relief Orders through our contact with a local Christians Against Poverty Debt Centre. Wolverhampton City Council donated £1,000 of Ward Funds towards St Martin’s activities which are designated for supporting children and young people and their families through activities and events. ## **Volunteers** The members of the PCC would like to thank all the volunteers who work so hard to make St Martin’s Church a lively and vibrant community. Our special thanks go to our retiring church warden Rosemary Preston who stepped down in May, to our continuing church warden Ian Grennan and new church warden Betty Thomas, all of whom have worked so tirelessly on our behalf. Further thanks go to St Martin’s treasurer Suzanne Clarke-Flavell, for her long hours of dedication to managing the finances and accounts throughout the year. ## **Review of the Year** 2021 began as 2020 ended with the world in the grip of a pandemic and the re-imposition of lockdown restrictions. At St Martin’s Church, within the City of Wolverhampton, we found ourselves in an area of rapidly rising cases and, taking into account the insights of the Director of Public Health, although we were permitted to worship in church, we chose to return to online only worship and were thankful to God for technology! As a result, St Martin’s was able to livestream weekly worship and maintain a sense of worshipping ‘together whilst apart’ during the lockdown for our regular church family members and also, an increasing number of visitors, which was wonderful to see. Livestreaming our Sunday worship has become a long-term fixture even when gatherings were once again permissible and we recognise the value of continuing the Sunday worship livestream to enable those who are not able to return to the building for whatever reason, to join in from wherever they are. Technology also enabled us to meet after each Sunday worship via Zoom for ‘Coffee and Chat’. Again, this was invaluable as a means of keeping in touch with other and also, some of our most vulnerable church family members. Zoom was also used for small groups including ‘Connect and Pray’ and a Lent discipleship group; it was used on Sundays as a breakout ‘room’ for Children’s Groups and monthly for Ignite 5:14 (the children and young people’s group). It wasn’t as good as meeting in person but it was a great way of seeing each other and supporting each other to grow in faith. _8_ It was lovely to open our church gardens used for the National Day of Reflection, 23rd March, as members of our church family and community were invited to come, reflect and pray for anyone who had been affected by the virus. As we approached Easter in April, we were encouraged that restrictions eased and it was wonderful and apt, that the first time in 2021 that our Church family were altogether was Easter Sunday! Although still not quite normal, it certainly felt great to be back in the building and worshipping altogether (either in person or virtually). We erected the wooden cross at the Bradley War Memorial site for the first time since 2019 and for the first time added fresh flowers from daybreak on Easter Sunday. It made a huge statement as lots of people in church and the community took part and shared images and positive comments on social media – a wonderful way of reminding everyone that Jesus rose again. We were delighted from mid-April that restrictions allowed us to start opening up our church centre once again to Baby Massage and Baby Sensory Play courses, Sunshine Corner Stayand-Play and Ignite 5:14 (the Friday evening children and young people’s group). During the spring and summer, Ignite 5:14 enjoyed meeting in the church gardens, blessed on the whole by dry and often sunny evenings and from September, returned to meeting inside the church centre. The church gardens were also chosen as the venue for the Wolverhampton East Member of Parliament Pat McFadden to hold the annual Big Lunch to celebrate the dedication of individuals and groups within the constituency. It has also been wonderful to welcome Betty Thomas as she was elected to the role of Church Warden at our APCM in May as Rosemary Preston stepped down. We give thanks to Rosemary for the many years of service she has given in this role and thank God for her faith, for her commitment and dedication. Post-lockdown in Spring 2021 also saw the emergence of a new community collaboration in Bradley called WeVolve. The group’s first community venture was to hire the church centre to offer drop-in sessions for locals to chat over crafts and games. St Martin’s have since partnered with WeVolve in organising and hosting a number of events, including an October half-term ‘Light Party’ and Santa Specials during December. These events attracted over 200 children and over 400 adults from our local communities. We look forward to developing this relationship and together re-building a stronger sense of community after the isolation and difficulties of the pandemic. Although Revd Kate Watson had been officially in post as priest-in-charge since June 2020, pandemic restrictions had prevented her formal installation and licencing as vicar of the parish of _9_ Bradley St Martin. So, in September, we were delighted to finally host Kate’s official licencing service officiated by the Bishop of Wolverhampton; what a wonderful service and celebration it was, gathering people from several churches and local community representatives. Other groups which had remained closed since the beginning of the first lockdown in 2020 began to meet again during the Autumn term of 2021 including the weekly lunch club, now meeting on a different weekday and re-named The Wednesday Club; the weekly Friday café Hotchpotch also hosting the art group in its midst and the weekly knit and natter group, K2Togs. We also had several baptisms in 2021 and numerous funerals held in church and also funerals held directly at crematoria and cemeteries. It continues to be a privilege for the PCC to support families referred by primary schools in the parish, in particular our link church school, who were experiencing hardship, be it a weekly food shop or utility voucher. The PCC values the links the church has to its community through the three primary schools within the parish and the vicar Kate has been able to contribute to the schools’ Collective Worship through pre-recorded videos and, when restrictions allowed, inperson visits to the link church school. Kate is also a director of the St Martin’s Multi-Academy Trust and local academy governor. As we approached the end of 2021, we supported Operation Christmas Child once more and also, the Christmas Lunch Project (CLP), which provided a thousand families in Wolverhampton with everything necessary for a traditional Christmas lunch and gifts for children. St Martin’s was a distribution hub for the delivery of the CLP hampers as well as contributing financially to the cause. The opportunity to rent the church centre after restrictions eased brought in much needed rental income to support the running costs of the building. The Diocese offered to waive the Parish Share for one month, which also helped our financial situation. The PCC acknowledges the ongoing faithful commitment of church members to regular giving of money and time which enables St Martin’s Church to continue to function within and for the parish in accordance with its aims and objectives. 2021 has again made us reflect on our church family, our connection to our local community and our lives as we faced the challenges of the pandemic and how this has particularly affected some of the more vulnerable members of our communities – our prayers and thoughts are with them and we are privileged to be able to help and support where possible, and to partner with other local groups and agencies and offer signposting to wider support when necessary. _10_ ## **Future Plans** The PCC is hopeful that the worst of the pandemic and associated restrictions are over and that we can operate with greater freedom during 2022. We are mindful that rising costs, in particular utility costs, present a financial challenge and recovering pre-pandemic rental income is seen as the primary vehicle to support the running costs of the building. In the medium-to-longer term the building requires significant capital investments to maintain the fabric. Such large sums will require grants and donations from external funding sources. The PCC along with the congregation are committed to prayerfully reviewing the mission action plan of the parish to ensure our energies and finances are well-focussed and well-delivered to continue to meet our charitable objectives. ## **Risk Management** The Church Wardens carry out regular Health and Safety Reviews and regularly inspect premises for potential hazards. We have safeguarding policies in place for child protection and for work with vulnerable adults, including rigorous DBS checking of staff and volunteers. Our insurances are reviewed annually to ensure adequate cover. An informal review of any new risks which may impact the work of the Church in the Parish is ongoing and Covid-specific risk assessments are undertaken as appropriate. The impact of loss of income from rental and other events during the pandemic and a period of potentially slow recovery, will have an impact during 2022, however close monitoring of income and careful stewardship of expenditure will continue. The PCC will continue to seek grants and financial donations to support its charitable aims. ## **Structure, Governance and Management** The PCC is a Body Corporate established by the Church of England and is a Charity with the Charity Commission. The PCC is governed by the Parochial Church Council Powers Measure (1956) as amended that came into effect on 2[nd] January 1957, and the Church Representation Rules (contained in Schedule 3 to the Synodical Government Measure 1969 as amended). The method of appointment of the PCC members is set out in the Church Representation Rules. The Council comprises the Incumbent, the Churchwardens, a representative of the Readers, those elected to the Deanery Synod, and other members who are elected at the Annual Parochial Church Meeting, by those on the Electoral Roll. The PCC members receive training from courses run by the Diocese. Members of the congregation are always urged to join the Electoral Roll, and to stand for election to the PCC. _11_ The PCC members are responsible for making decisions on all matters of general concern and importance in the parish, and for all financial matters. The PCC met five times during 2021. The Standing Committee comprising the incumbent, church wardens, treasurer, lay reader and PCC secretary meet prior to each PCC and minutes of their meeting are presented to the PCC. PCC members are DBS checked and safeguarding is a standing item on PCC and Standing Committee agendas. The Church Vestry Meeting and Annual Parochial Council Meeting were held on 23 May 2021 and the minutes are included in this report at Appendix 1. ## **Related Parties** ## **Donations from Related Parties** Many of the regular donors are related in some way to Trustees or are Trustees themselves however, all donations, regular and one-off, were received without conditions. ## **Remuneration paid to Trustees** None of the trustees have been paid any remuneration or received any other benefits from employment with the PCC. ## **Expenses paid to Trustees** Trustee expenses during the year have been minor and incurred in relation to the travel costs associated with the incumbent fulfilling her parochial duties, principally funerals. No other Trustee expenses have been incurred during the year _._ ## **Reference and Administrative details** The Church is situated in Slater Street, Bradley, Bilston WV14 8PF and is part of the Deanery of Wolverhampton, in the Diocese of Lichfield. The correspondence address is St Martin’s Vicarage, 7 King Street, Bradley, Bilston, WV14 8PQ. Registered charity number 1185510. Our website address is: www.stmartinsbradley.com. PCC members who have served from 1[st] January 2021 (or date as stated below) until the date this report was approved were **:** _12_ ## **Ex Officio Members** **The Incumbent** The Reverend Kate Watson (Chairperson) **Reader** Matthew Aldridge (Vice Chairperson) **Churchwardens** Ian Grennan Rosemary Preston until 23 May 2021; thereafter Elizabeth (Betty) Thomas **Deanery Synod Reps** Matthew Aldridge Stephen Robinson Rebecca Edkins (PCC Secretary) **Elected Members** (re-elected at the APCM 23 May 2021, no break in service) Elizabeth Thomas (until 23 May 2021, after which she became Church Warden) Suzanne Clarke-Flavell (Treasurer) Carene Spooner Alison Grennan ## **Names and addresses of advisers.** **Bank:** The Cooperative Bank Business Banking, PO Box 250 Skelmersdale WN8 6WT **Investment** CCLA **Managers Independent** Finance Department **Examiner** Diocese of Lichfield WS13 7LD Approved by the PCC on 27[th] April 2022 and signed on its behalf by: ……………………………… . ………………………………. Reverend Kate Watson (Chair) Matt Aldridge (Vice Chair) _13_ ## **Appendix 1** ## **Minutes of Church Vestry Meeting** ## **and** ## **Annual Parochial Church Meeting** **for the period 1 January to 31 December 2021** _14_ ## **Minutes of the St. Martin’s Church Bradley, Church Vestry Meeting held on Sunday 23[rd] May 2021 at 11:20 a.m. in the Church Centre and via Zoom** **Present in the Church Centre:** Karen Aldridge, Matt Aldridge, Margaret Burgess, Pauline Calloway, Terry Calloway, Kath Camm, Suzanne Clarke-Flavell, Allan Edkins, Christine Edkins, Rebecca Edkins (PCC Secretary), Alison Grennan, Ian Grennan, Lilian Horgan, Elsie Howard, Adam Preston, Jackie Robinson, Stephen Robinson, Carene Spooner, Ian Spooner, Elizabeth Thomas, Andy Watson, Rev. Kate Watson (Chair), Julia Wilson, Anthony Yates and Freda Yates. ## **Present via Zoom:** None. The meeting opened with a Bible reading from Paul’s letter to the Ephesians and prayer, led by Rev. Kate Watson. 1. **Apologies for absence:** Apologies of absence received from Jenny Gough. 2. **Approval of Vestry Meeting Minutes held on Sunday 11[th] October 2020** : Suzanne Clarke-Flavell proposed that the minutes were accepted. Ian Grennan seconded acceptance of minutes. This was carried forward unanimously. 3. **Election of two church wardens for two years:** Rev. Kate Watson spoke on behalf of the church family, feeling grateful and thankful for the dedicated service of Rosemary Preston as warden for many years. Rev. Kate shared with those present a gift for Rosemary, to be delivered following the meeting. Rev. Kate explained that we will now move to a rolling election of church wardens, whereby an established and experienced church warden will stand alongside a new or less experienced church warden. Therefore, the following persons may not be in role for two years as specified on today’s agenda. Ian Grennan and Elizabeth Thomas were nominated for the role of church warden for the forthcoming period of time until the APCM in 2022. Rev. Kate announced that both Ian Grennan and Elizabeth Thomas were duly elected as wardens for 2021-22. 4. **Any other business** : None. The meeting closed in prayer, led by Rev. Kate Watson. _15_ ## **Minutes of St Martin’s Church Bradley, Annual Parochial Church Meeting** ## **held on Sunday 23[rd] May 2021 at 11:30 a.m.** **Present in the Church Centre:** Karen Aldridge, Matt Aldridge, Margaret Burgess, Pauline Calloway, Terry Calloway, Kath Camm, Suzanne Clarke-Flavell, Allan Edkins, Christine Edkins, Rebecca Edkins (PCC Secretary), Alison Grennan, Ian Grennan, Lilian Horgan, Elsie Howard, Adam Preston, Jackie Robinson, Stephen Robinson, Carene Spooner, Ian Spooner, Elizabeth Thomas, Andy Watson, Rev. Kate Watson (Chair), Julia Wilson, Anthony Yates and Freda Yates. ## **Present via Zoom:** None. 1. **Apologies for absence:** Apologies of absence received from Jenny Gough. 2. **Approval of the Electoral Roll** : Rev. Kate thanked Christine Edkins for her hard work and commitment in the role of Electoral Roll Officer. Rev. Kate reminded all present that the electoral roll was reviewed completely last year. Rebecca Edkins reported that total number of persons on the electoral roll remains at 64, with no additions or omissions. Rev. Kate Watson proposed that the electoral roll is accepted. This was approved unanimously. 3. **Approval of minutes of the APCM held on Sunday 11[th] October 2020** : Terry Calloway proposed that the minutes be approved, seconded by Christine Edkins. This was approved unanimously. 3. **Matters arising from the minutes of the last APCM** : Elizabeth Thomas asked if Suzanne Clarke-Flavell is willing to continue as treasurer for St. Martin’s. Suzanne confirmed that she is. 4. **Approval of the Annual Report and Accounts for the year ending 31[st] December 2020:** Ian Grennan verbally shared the warden’s report for the year 2020. This included: - Being in a period of interregnum at the start of 2020, with interviews for a new vicar taking place in January 2020 - The successful appointment of Rev. Kate Watson - The refurbishment of the vicarage, with thanks to those who committed time to help with this - The Coronavirus pandemic meaning restrictions in place and limited coming together as a church family - The embracement of online worship by the church family and wider community, allowing us to continue to worship together - Rev. Kate’s virtual licensing in June 2020, sharing thanks for technology in order to let this happen _16_ - A special time of worship and picnic in July 2020 to thank Bryan Preston for his service before beginning his new adventures in Thailand - The ‘Streets of Light’ initiative, to share messages of hope and light in November 2020 - The ‘Wave of Light’ service during Baby Loss Awareness Week - The many celebrations during Christmas, including a virtual nativity which was a huge hit - Ian offered thanks to all who have continued to commit their time and talents to grow the Kingdom of God in Bradley and beyond A slide show of photographs, containing highlights of 2020, was shown to those present. Rev. Kate thanked everyone for their amazing pastoral care towards each other and the wider community throughout 2020, including telephone calls, shopping errands and general support. Rev. Kate confirmed that ‘Streets of Light’ and ‘Nativity windows’ will hopefully be taking place again this year. Rev. Kate thanked Ian Grennan for the warden’s report. Elizabeth Thomas queried page 21 of the annual report - Where has the additional money come from compared to last year? Rev. Kate explained that Sunshine Corner received a grant for additional resources. This money was reconciled into general funds when Sunshine Corner funds became part of church accounts. Acceptance of the Annual Report and Financial Statements of the Parochial Church Council of Bradley St. Martin (For the year ended 31[st] December 2020) proposed by Elizabeth Thomas and seconded by Elsie Howard. All those present were in favour and the report was unanimously accepted. Rev. Kate thanked Tony Dutfield, who is stepping down this year as a PCC member, for his service and for his ongoing work as Stewardship Officer. Rev, Kate also thanked Suzanne Clarke-Flavell in her role as treasurer in such difficult circumstances due to Coronavirus restrictions, Matthew Aldridge as Lay Reader and members of the Standing Committee for their support. Rev. Kate thanked Rebecca Edkins in her role as PCC Secretary. Elise Howard thanks all at St. Martin’s for their ongoing support and care and for the online services which could be enjoyed at home during lockdown. Rev. Kate thanked Adam Preston and Rebecca Edkins for their faithful service in ensuring the technology worked and services were live streamed. 6. **Appointment of the Auditor for 2021** : Terry Calloway proposed that we continue with the Diocese as our auditor. Stephen Robinson seconded the proposal. Everyone present voted in favour. _17_ 7. **Election of the Parochial Church Council (9 members) for 1 year:** Rev. Kate explained that due to our numbers on the electoral roll, it is recommended to have up to 9 members elected onto the PCC. The wardens, treasurer, deanery synod members are all ex offico members. Rev. Kate Watson declared that the following names, which had been proposed and seconded by Church members on the electoral roll and posted on the Church noticeboard in accordance with Canon Law, were duly elected to the Parochial Church Council. They are: Alison Grennan, Carene Spooner. All present in agreement. Rev. Kate expressed her thanks for all who been elected to serve as members of the PCC. ## 9. **Discussion of written reports:** Ian Grennan, on behalf of the wardens, spoke of the sad loss of Iris Hazlehurst and Margaret Corbett and offered thanks for their faithful commitment and dedication. Elizabeth Thomas gave thanks for the various courses which took place via Zoom. Rev. Kate explained that she hopes that as a church family we can become more committed to small groups moving forwards. Rev. Kate thanked all who had joined the online courses as it was a good way for Rev. Kate and Andy Watson to get to know members of the church family. 10. **Any other business:** None. The meeting closed in prayer, led by Matt Aldridge. _18_ # **Appendix 2 Independent Examiners Report** ## **and** **Financial Statements for the period 1 January to 31 December 2021** _Page 19_ ## **The Parochial Church Council of Bradley St Martin** ## **Financial Statements for the Year Ended 31[st] December 2021** ## **1. Accounting Policies** The financial statements of the PCC have been prepared in accordance with the Church Accounting Regulations 2006 using the Receipts and Payments basis. There may be minor discrepancies in the totals as the pence are not being shown. ## **Fixed Assets** Consecrated and benefice property is not included in the accounts by s.10(2)(a)&(C) of the Charities Act 2011. Moveable church furnishings held by the Vicar and Churchwardens on special trust for the PCC and which require a faculty for disposal are inalienable property, listed in the Church’s inventory, which can be inspected (at any reasonable time). For anything acquired prior to 2000 there is insufficient cost information available and therefore such assets are not valued in the financial statements. ## **Description of Funds** **Unrestricted funds** are income funds of the PCC that are available for spending on the general purposes of the PCC, including amounts designated by the PCC for fixed assets for its own use or for spending on a future project and which are therefore not included in its "free reserves" as disclosed in the trustees' annual report. **Restricted funds** comprise of two elements: a) income from trusts or endowments which may be expended only on those restricted objects provided in the terms of the trust or bequest b) donations or grants received for a specific object or invited by the PCC for a specific object. The funds may only be expended on the specific object for which they were given. Any balance remaining unspent at the end of each year must be carried forward as a balance on that fund. The PCC does not usually invest separately for each fund. Where there is no separate investment, interest is apportioned to individual funds on an average balance basis. **Endowment funds** are restricted funds that must be retained as trust capital either permanently or subject to a discretionary power to spend capital as income, and where the use of any income or other benefit derived from the capital may be restricted or unrestricted. Full details of all their restrictions are shown in the notes to the accounts. _Page 20_ ## **2. Fund Description** Below is a description of the funds that have been utilised over the last 12 months: D1 Fund – Restricted Monies raised for Ignite 5:14 leaders to complete the D1 driving license for when the group use a mini bus. Diocesan Fee – Restricted Income from funerals and other fees incurred payable to the Diocese. Fellowship Lunch - Designated Income from fellowship lunch that was held every second Sunday, expenditure to pay for provisions. Knitting Group – Restricted K2Togs knitting group subs. Lent Appeal – Restricted Monies raised for Lent Appeal Good Shepherd Ministry – Restricted Used when raising funds for the Good Shepherd Ministry, typically at Harvest. Sunshine Corner – Restricted Used for the Sunshine Group that met on a Friday morning to support parents with young children. Building Fund - Designated Used for income from rents and expenditure for associated building projects. Money transferred from Building Fund to Energy fund throughout the year (generally £200 per month). Ignite 5:14 Camp – Restricted Payments received from members for the annual trip to Brixham. Energy Fund - Designated Funds from the Building Fund used to maintain income in this account that is used to pay for utilities. Contributing 3[rd] Party Payments – Designated Has been used for two donations received for use with the new project for Babies and Toddlers Group. _Page 21_ ## CCLA Investments – Restricted CCLA Investment funds. General Fund - Unrestricted Income and expenditure for everyday running of church. Christmas Card Appeal – Restricted Monies collected at Christmas in church and donated to a charity. ## Children’s Society – Restricted Monies raised from fund raising events and then donated to The Children’s Society – typically Christingle Service. ## Samaritan’s Purse – Restricted Monies raised from fund raising events and then donated to Samaritan’s Purse, typically The Shoebox Appeal. Fairtrade – Restricted Income from the sale of Fairtrade products. ## Hotch Potch – Restricted Monies raised from the sale of food and drinks from the group of people that attend Hotch Potch on a Friday morning. Tuesday Club – Restricted Monies raised from subs and for lunch that is provided to the patrons of The Tuesday Club that met weekly at lunch time for a hot meal, bingo and fellowship. ## Ignite 5:14 – Restricted Monies raised from subs and the sale of “tuck” for the children and young adults that attend Ignite 5:14 on a Friday evening. ## Emma Bussey Grant – Restricted Grant received annually (after completing an application form). The money is used to subsidise the lunches for The Tuesday Club and has been used to buy kitchen equipment and upgrade the kitchen facilities in the past. _Page 22_ ## **3. Analysis of Transfer between Funds** Building Fund to Energy Fund Transfers from Building fund (income from Rents) to Energy Fund (to pay for utilities), allow £200 / month for transfer between funds per month. One off at £1,600 + one off at £800 = Total for 12 months of £2,400. ## Good Shepherd Ministry Monies paid in from fund raising of £491.72. Money moved into General fund when donation was made to The Good Shepherd Ministry. Fee from Rev Carter taken from General and paid into Good Shepherd Ministry as his donation at Harvest. ## Emma Bussey £279.00 from Emma Bussey fund moved to Tuesday Club to pay for goods purchased for Christmas Hampers for Tuesday Club members. £344.37 taken from General Fund based on donations received for the late Harold Humphries and contributed towards the Tuesday Club Christmas Hampers. CPP Monies were received into the General Fund from Wolverhampton Council, this was designated for Children and Young People and moved to CPP for use on this specific project. _Page 23_ ## **Receipts and Payments Account for the year ended 31 December 2021** ||**Unrestricted Designated Restricted Endowment**|**Unrestricted Designated Restricted Endowment**|**Unrestricted Designated Restricted Endowment**|**Unrestricted Designated Restricted Endowment**|**Total**|**Prior year**| |---|---|---|---|---|---|---| ||**funds**|**funds**|**funds**|**funds**|**funds**|**total funds**| |**Receipts**||||||| |Donations and legacies||||||| |Church Activities|44,926|7,318|9,000|—|61,244|59,298| |Investments|—|—|3,380|—|3,380|3,390| |Other income|297|1,347|—|—|1,644|2,527| |**Total receipts**|**45,223**|**8,664**|**12,380**|**—**|**66,268**|**65,214**| |**Payments**||||||| |Costs of generating funds||||||| |Costs of generating voluntary income|187|—|—|—|187|107| |Mission giving & charity donations|1,925|—|2,025|—|3,949|699| |Other expenditure|—|4,442|—|—|4,442|—| |Church activties|36,166|9,780|6,564|—|52,510|58,869| |**Total payments**|**38,278**|**14,222**|**8,588**|**—**|**61,088**|**59,675**| |**Excess of receipts over payments before**|**6,946**|**(5,557)**|**3,791**|**—**|**5,180**|**5,539**| |**transfer**||||||| |**Transfers**||||||| |Gross transfers between funds - in|598|1,800|298|—|2,696|4,069| |Gross transfers between funds - out|(257)|(1,800)|(639)|—|(2,696)|(4,069)| |**Excess of receipts over payments before**|**7,286**|**(5,557)**|**3,451**|**—**|**5,180**|**5,539**| |**other gains / losses**||||||| |**Net movement in funds**|**7,286**|**(5,557)**|**3,451**|**—**|**5,180**|**5,539**| |**All assets at 01 January 2021**|**7,642**|**6,016**|**31,757**|**—**|**45,415**|**39,876**| |**All assets at 31 December 2021**|**14,928**|**459**|**35,208**|**—**|**50,595**|**45,415**| |**Represented by**||||||| |**Unrestricted**||||||| |General fund|14,928|—|—|—|14,928|7,642| |**Designated**||||||| |Building Fund|—|(1,133)|—|—|(1,133)|3,447| |Energy Fund|—|(249)|—|—|(249)|1,108| |Fellowship Lunch|—|30|—|—|30|211| |Grants - Children And Youth|—|1,812|—|—|1,812|1,250| |**Restricted**||||||| |CCLA Investments|—|—|28,564|—|28,564|25,184| |Childrens Society|—|—|—|—|—|141| _Page 24_ |Christmas Card Appeal|—|—|—|—|—|31| |---|---|---|---|---|---|---| |D1 Fund|—|—|1,423|—|1,423|1,423| |Diocesan Fees|—|—|—|—|—|1,077| |Emma Bussey Grant|—|—|2,219|—|2,219|1,251| |Fairtrade|—|—|985|—|985|1,073| |Families (Bradley Families)|—|—|431|—|431|—| |Good Shepherd Ministry|—|—|—|—|—|1| |Hotch Potch|—|—|247|—|247|300| |Ignite 5:14|—|—|886|—|886|473| |Ignite 5:14 Camp|—|—|(1,668)|—|(1,668)|(1,676)| |Knitting Group|—|—|152|—|152|402| |Lent Appeal|—|—|88|—|88|88| |Samaritans Purse|—|—|—|—|—|15| |Sunshine Corner|—|—|1,596|—|1,596|1,792| |Wednesday Club|—|—|286|—|286|184| ## **Statement of assets and liabilities as at 31 December 2021** ||**General Designated Restricted Endowment**
**This year**
**Last year**| |---|---| |**Current assets - Cash at bank and in hand**
Cooperative Bank 65138001 -
Cooperative Bank 65138441 -
CCLA Fund-
**Totals**
**Current assets - Debtors**
Accounts Receivable -
**Totals**
**Grand total**|14,928
219
6,645
—
21,791
20,226
—
—
—
—
—
5
---
---
28,564
—
28,564
25,184| ||**14,928**
**219**
**35,208**
**—**
**50,355**
**45,415**
—
240
—
—
240
—| ||**—**
**240**
**—**
**—**
**240**
**—**| ||**14,928**
**459**
**35,208**
**—**
**50,595**
**45,415**| ## **Fund movement by type - 2021** ||**Opening**
**Incoming**
**Outgoing**
**TransfersGains/losses**
**Closing**| |---|---| |**ACTS 435 - ACTS 435**
Restricted
**Sub-total for ACTS 435**
**Building - Building Fund**
Designated
**Sub-total for Building**|—
255
255
—
—
—| ||**—**
**255**
**255**
**—**
**—**
**—**
3,447
6,139
8,919
(1,800)
—
(1,133)| ||**3,447**
**6,139**
**8,919**
**(1,800)**
**—**
**(1,133)**| **CAid - Christian Aid** _Page 25_ |Restricted
**Sub-total for CAid**
**Children & - Grants - Children An**
Designated
**Sub-total for Children &**
**Defib - Defib Cabinet**
Restricted
**Sub-total for Defib**
**Energy - Energy Fund**
Designated
**Sub-total for Energy**
**Families(B - Families (Bradley Fa**
Restricted
**Sub-total for Families(B**
**Fees - Diocesan Fees**
Restricted
**Sub-total for Fees**
**FelLunch - Fellowship Lunch**
Designated
**Sub-total for FelLunch**
**Knit - Knitting Group**
Restricted
**Sub-total for Knit**
**Spurse - Samaritans Purse**
Restricted
**Sub-total for Spurse**
**WedClub - Wednesday Club**
Restricted
**Sub-total for WedClub**
**D1 - D1 Fund**
Restricted
**Sub-total for D1**
**Sunshine - Sunshine Corner**
Restricted
**Sub-total for Sunshine**
**Shepherd - Good Shepherd Minist**
Restricted
**Sub-total for Shepherd**|—
141
141
—
—
—| |---|---| ||**—**
**141**
**141**
**—**
**—**
**—**
1,250
1,000
438
—
—
1,812| ||**1,250**
**1,000**
**438**
**—**
**—**
**1,812**
—
—
—
—
—
—| ||**—**
**—**
**—**
**—**
**—**
**—**
1,108
1,347
4,503
1,800
—
(249)| ||**1,108**
**1,347**
**4,503**
**1,800**
**—**
**(249)**
—
750
319
—
—
431| ||**—**
**750**
**319**
**—**
**—**
**431**
1,077
2,970
3,636
(411)
—
—| ||**1,077**
**2,970**
**3,636**
**(411)**
**—**
**—**
211
179
361
—
—
30| ||**211**
**179**
**361**
**—**
**—**
**30**
402
—
250
—
—
152| ||**402**
**—**
**250**
**—**
**—**
**152**
15
651
651
(15)
—
—| ||**15**
**651**
**651**
**(15)**
**—**
**—**
184
538
402
(33)
—
286| ||**184**
**538**
**402**
**(33)**
**—**
**286**
1,423
—
—
—
—
1,423| ||**1,423**
**—**
**—**
**—**
**—**
**1,423**
1,792
421
609
(7)
—
1,596| ||**1,792**
**421**
**609**
**(7)**
**—**
**1,596**
1
267
525
257
—
—| ||**1**
**267**
**525**
**257**
**—**
**—**| _Page 26_ |**Lent - Lent Appeal**
Restricted
**Sub-total for Lent**
**General - General fund**
Unrestricted
**Sub-total for General**
**IgniteCamp - Ignite 5:14 Camp**
Restricted
**Sub-total for IgniteCamp**
**Ignite - Ignite 5:14**
Restricted
**Sub-total for Ignite**
**CCLA - CCLA Investments**
Restricted
**Sub-total for CCLA**
**EmmaBussey - Emma Bussey Grant**
Restricted
**Sub-total for EmmaBussey**
**HotchPotch - Hotch Potch**
Restricted
**Sub-total for HotchPotch**
**Fairtrade - Fairtrade**
Restricted
**Sub-total for Fairtrade**
**ChildSoc - Childrens Society**
Restricted
**Sub-total for ChildSoc**
**CardAppeal - Christmas Card Appea**
Restricted
**Sub-total for CardAppeal**
**Grand total**|88
—
—
—
—
88| |---|---| ||**88**
**—**
**—**
**—**
**—**
**88**
7,642
45,223
38,278
340
—
14,928| ||**7,642**
**45,223**
**38,278**
**340**
**—**
**14,928**
(1,676)
8
—
—
—
(1,668)| ||**(1,676)**
**8**
**—**
**—**
**—**
**(1,668)**
473
1,206
793
—
—
886| ||**473**
**1,206**
**793**
**—**
**—**
**886**
25,184
3,380
—
—
—
28,564| ||**25,184**
**3,380**
**—**
**—**
**—**
**28,564**
1,251
1,000
32
—
—
2,219| ||**1,251**
**1,000**
**32**
**—**
**—**
**2,219**
300
117
170
—
—
247| ||**300**
**117**
**170**
**—**
**—**
**247**
1,073
137
266
41
—
985| ||**1,073**
**137**
**266**
**41**
**—**
**985**
141
541
541
(141)
—
—| ||**141**
**541**
**541**
**(141)**
**—**
**—**
31
—
—
(31)
—
—| ||**31**
**—**
**—**
**(31)**
**—**
**—**| ||**45,415**
**66,268**
**61,088**
**—**
**—**
**50,595**| _Page 27_ ## **Fund movement by type – 2020** ## **Opening Incoming Outgoing Transfers Gains/losses Closing** |**D1 - D1 Fund**
Restricted
**Sub-total for D1**
**Fees - Diocesan Fees**
Restricted
**Sub-total for Fees**
**FelLunch - Fellowship Lunch**
Designated
**Sub-total for FelLunch**
**Knit - Knitting Group**
Restricted
**Sub-total for Knit**
**Lent - Lent Appeal**
Restricted
**Sub-total for Lent**
**Shepherd - Good Shepherd Minist**
Restricted
**Sub-total for Shepherd**
**Sunshine - Sunshine Corner**
Restricted
**Sub-total for Sunshine**
**Building - Building Fund**
Designated
**Sub-total for Building**
**IgniteCamp - Ignite 5:14 Camp**
Restricted
**Sub-total for IgniteCamp**
**Energy - Energy Fund**
Designated
**Sub-total for Energy**
**CPP - Contributing 3rd Par**
Designated|1,423
—
—
—
—
1,423| |---|---| ||**1,423**
**—**
**—**
**—**
**—**
**1,423**
—
1,479
402
—
—
1,077| ||**—**
**1,479**
**402**
**—**
**—**
**1,077**
56
257
102
—
—
211| ||**56**
**257**
**102**
**—**
**—**
**211**
766
61
425
—
—
402| ||**766**
**61**
**425**
**—**
**—**
**402**
—
88
—
—
—
88| ||**—**
**88**
**—**
**—**
**—**
**88**
—
439
—
(438)
—
1| ||**—**
**439**
**—**
**(438)**
**—**
**1**
266
6,031
4,505
—
—
1,792| ||**266**
**6,031**
**4,505**
**—**
**—**
**1,792**
6,163
4,607
4,923
(2,400)
—
3,447| ||**6,163**
**4,607**
**4,923**
**(2,400)**
**—**
**3,447**
1,309
1,290
4,275
—
—
(1,676)| ||**1,309**
**1,290**
**4,275**
**—**
**—**
**(1,676)**
2,844
97
4,233
2,400
—
1,108| ||**2,844**
**97**
**4,233**
**2,400**
**—**
**1,108**
—
750
—
500
—
1,250| _Page 28_ |**Sub-total for CPP**
**CCLA - CCLA Investments**
Restricted
**Sub-total for CCLA**
**General - General fund**
Unrestricted
**Sub-total for General**
**CardAppeal - Christmas Card**
**Appea**
Restricted
**Sub-total for CardAppeal**
**ChildSoc - Childrens Society**
Restricted
**Sub-total for ChildSoc**
**Spurse - Samaritans Purse**
Restricted
**Sub-total for Spurse**
**Fairtrade - Fairtrade**
Restricted
**Sub-total for Fairtrade**
**HotchPotch - Hotch Potch**
Restricted
**Sub-total for HotchPotch**
**TueClub - Tuesday Club**
Restricted
**Sub-total for TueClub**
**Ignite - Ignite 5:14**
Restricted
**Sub-total for Ignite**
**EmmaBussey - Emma Bussey Grant**
Restricted
**Sub-total for EmmaBussey**
**Grand total**|**—**
**750**
**—**
**500**
**—**
**1,250**
21,794
3,390
—
—
—
25,184| |---|---| ||**21,794**
**3,390**
**—**
**—**
**—**
**25,184**
2,061
43,697
38,398
282
—
7,642| ||**2,061**
**43,697**
**38,398**
**282**
**—**
**7,642**
—
31
—
—
—
31| ||**—**
**31**
**—**
**—**
**—**
**31**
—
141
—
—
—
141| ||**—**
**141**
**—**
**—**
**—**
**141**
—
15
—
—
—
15| ||**—**
**15**
**—**
**—**
**—**
**15**
1,041
458
425
—
—
1,073| ||**1,041**
**458**
**425**
**—**
**—**
**1,073**
354
105
160
—
—
300| ||**354**
**105**
**160**
**—**
**—**
**300**
282
730
1,107
279
—
184| ||**282**
**730**
**1,107**
**279**
**—**
**184**
385
551
463
—
—
473| ||**385**
**551**
**463**
**—**
**—**
**473**

1,131
1,000
256
(623)
—
1,251| ||**1,131**
**1,000**
**256**
**(623)**
**—**
**1,251**| ||**39,876**
**65,214**
**59,675**
**—**
**—**
**45,415**| _Page 29_ ## **Analysis of receipts and payments for the year ended 31 December 2021** |**Total**
**Unrestricted Designated Restricted**
**Endowment This year**
**Last year**
**INCOME AND ENDOWMENTS**
**Donations and legacies - Church Activities**
Planned Giving
35,634
—
—
—
35,634
31,278
Collections
—
—
141
—
141
732
Sundry Donations
35
—
—
—
35
1,110
Refreshments
202
—
—
—
202
242
Charity Donations
320
1,000
1,255
—
2,575
1,640
Tax Recovered - Gift Aid
7,150
—
—
—
7,150
7,233
Legacies
—
—
—
—
—
50
Recurring Grants
—
—
—
—
—
1,000
One off Grants
—
—
750
—
750
—
Income - Funerals
1,585
—
2,970
—
4,555
1,668
Church Centre Rents
—
6,139
—
—
6,139
4,629
Mission & Charity Events
—
—
1,459
—
1,459
388
Ignite 5:14 - Subs
—
—
1,115
—
1,115
363
Ignite 5:14 - Tuck
—
—
91
—
91
308
Ignite 5:14 - Camp
—
—
8
—
8
1,170
Hotch Potch
—
—
117
—
117
134
Tuesday Club - Subs
—
—
538
—
538
730
Fellowship Lunch
—
179
—
—
179
257
Fairtrade
—
—
137
—
137
275
Knitting Group
—
—
—
—
—
61
Sunshine Corner
—
—
421
—
421
6,031
Total
44,926
7,318
9,000
—
61,244
59,298
**Investments**
CCLA Investment Dividends
—
—
3,380
—
3,380
3,390
Total
—
—
3,380
—
3,380
3,390
**Other income**
Other Income
297
—
—
—
297
2,430
Opus Energy - Solar Rebate
—
1,347
—
—
1,347
97
Total
297
1,347
—
—
1,644
2,527|**Total**
**Unrestricted Designated Restricted**
**Endowment This year**
**Last year**
**INCOME AND ENDOWMENTS**
**Donations and legacies - Church Activities**
Planned Giving
35,634
—
—
—
35,634
31,278
Collections
—
—
141
—
141
732
Sundry Donations
35
—
—
—
35
1,110
Refreshments
202
—
—
—
202
242
Charity Donations
320
1,000
1,255
—
2,575
1,640
Tax Recovered - Gift Aid
7,150
—
—
—
7,150
7,233
Legacies
—
—
—
—
—
50
Recurring Grants
—
—
—
—
—
1,000
One off Grants
—
—
750
—
750
—
Income - Funerals
1,585
—
2,970
—
4,555
1,668
Church Centre Rents
—
6,139
—
—
6,139
4,629
Mission & Charity Events
—
—
1,459
—
1,459
388
Ignite 5:14 - Subs
—
—
1,115
—
1,115
363
Ignite 5:14 - Tuck
—
—
91
—
91
308
Ignite 5:14 - Camp
—
—
8
—
8
1,170
Hotch Potch
—
—
117
—
117
134
Tuesday Club - Subs
—
—
538
—
538
730
Fellowship Lunch
—
179
—
—
179
257
Fairtrade
—
—
137
—
137
275
Knitting Group
—
—
—
—
—
61
Sunshine Corner
—
—
421
—
421
6,031
Total
44,926
7,318
9,000
—
61,244
59,298
**Investments**
CCLA Investment Dividends
—
—
3,380
—
3,380
3,390
Total
—
—
3,380
—
3,380
3,390
**Other income**
Other Income
297
—
—
—
297
2,430
Opus Energy - Solar Rebate
—
1,347
—
—
1,347
97
Total
297
1,347
—
—
1,644
2,527| |---|---| ||44,926
7,318
9,000
—
61,244
59,298
—
—
3,380
—
3,380
3,390| ||—
—
3,380
—
3,380
3,390
297
—
—
—
297
2,430
—
1,347
—
—
1,347
97| ||297
1,347
—
—
1,644
2,527| |**INCOME TOTAL**|45,223
8,664
12,380
—
66,268
65,214| _Page 30_ ## **EXPENDITURE** ## **Costs of generating funds - Costs of generating voluntary income** |Stewardship Envelopes|187|—|—|—|187|107| |---|---|---|---|---|---|---| |Total|187|—|—|—|187|107| |**Mission giving & charity donations**||||||| |3% Giving|1,745|—|525|—|2,270|—| |Charity Donations|—|—|868|—|868|699| |Special Appeals|180|—|631|—|811|—| |Total|1,925|—|2,025|—|3,949|699| |**Other expenditure**||||||| |Roof Loan|—|4,442|—|—|4,442|—| |Total|—|4,442|—|—|4,442|—| |**Church activities**||||||| |Parish Share|36,059|—|—|—|36,059|33,285| |Parish Share Support|(2,774)|—|—|—|(2,774)|(4,161)| |Funerals|—|—|3,636|—|3,636|402| |Clergy Expenses - Telephone|398|—|—|—|398|388| |Clergy Expenses - Transport|213|—|—|—|213|41| |Visiting Clergy Expenses|78|—|—|—|78|120| |Vicarage Decoration Scheme|—|250|—|—|250|2,145| |Sunday Children's Provision|58|—|—|—|58|—| |Sunshine Corner|—|—|609|—|609|4,505| |Ignite 5:14|—|—|793|—|793|463| |Ignite 5:14 - Camp|—|—|—|—|—|4,275| |Baptism Ministry|81|—|—|—|81|—| |School Bibles|145|—|—|—|145|68| |Courses|—|213|—|—|213|—| |Tuesday Club|—|—|402|—|402|1,107| |Hotch Potch|—|—|170|—|170|43| |Mission & Outreach Events|530|225|439|—|1,194|813| |Knitting Group|—|—|250|—|250|425| |Churches Together in Bilston &|10|—|—|—|10|50| |Bradley||||||| |Insurance|116|1,270|—|—|1,386|1,391| |Cleaning & Housekeeping|270|432|—|—|702|577| |Refreshments|114|—|—|—|114|32| |Catering|119|—|—|—|119|180| _Page 31_ |Fellowship Lunch
Fairtrade
Provision of Services
Routine Maintenance & Minor
Repairs
Security & Safety
Telephone & Internet
Heating & Plumbing
Kitchen Equipment
Care of Church Grounds
Stationary & Postage
Technology Expenses
Printing
Licences
Transport Costs
Quinquennial Reports & Surveys
Other Expenditure
Utilities - Electricity
Utilities - Gas
Utilities - Water
Auditors Fees
Total|—
361
—
—
361
102
—
—
266
—
266
425
731
—
—
—
731
550
—
—
—
—
—
1,210
96
1,585
—
—
1,680
975
864
—
—
—
864
864
24
472
—
—
496
460
45
—
—
—
45
232
—
70
—
—
70
33
25
—
—
—
25
16
—
—
—
—
—
194
131
—
—
—
131
244
1,395
—
—
—
1,395
1,270
—
—
—
—
—
72
—
200
—
—
200
—
35
11
—
—
45
749
59
1,123
—
—
1,181
1,222
6
3,381
—
—
3,387
3,400
14
187
—
—
201
625
100
—
—
—
100
75| |---|---| ||36,166
9,780
6,564
—
52,510
58,869| |**EXPENDITURE TOTAL**|38,278
14,222
8,588
—
61,088
59,675| ||| |**GRAND TOTAL**|6,946
(5,557)
3,791
—
5,180
5,539| ## **4. Fixed Assets** _LDT holds Property fund and Investment fund shares - values at 31.12.2021 were:_ |_No. of_
_units_
120002010P
CBF investment
_11,263.80_
_120001085S_
CBF investment
_4,455.18_|£
16,655.78
104,331.85| |---|---| ||**120,987.63**| ## **5. Liabilities** _Page 32_ ||2021
£|2020
£| |---|---|---| |||| |Parish share|0|0| |Other creditors|0|50| |Roof Loan|69,634|73,710| |3% Giving (see below)|0|
962| |**Total**|**69,634**|**74,672**| In 2021, 3% Giving payments made to charities usually by end of year, however, final three payments made 14.02.21 to the following, including monies raised through fund raising events. Samaritan’s Purse - £15 from fund, £100 donations and then 3% Giving of £225.60 Total donated £340.00 (Whole amount online). Children’s Society - £171.75 from Christmas Cards and 3% Giving £225.62. Total donated £397.00 (Whole amount online). The Christmas Lunch Project – Donated 3% Giving only of £225.62 _Page 33_ ## **Appendix 3** # **Agenda** ## **for** ## **Church Vestry Meeting** ## **and** **Annual Parochial Church Meeting for the period** **1 January to 31 December 2021 To be held on Sunday 15 May 2022 at 11.45am** _Page 34_ ## **Church Vestry and Annual Parochial Church Meeting Agenda** The St Martin’s Church Vestry and Annual Parochial Church Meeting will be held on Sunday 15 May 2022 at 11:45 a.m. ## **The meeting will open with Bible Reading and Prayer** ## **Church Vestry Meeting** - 1) Apologies for absence - 2) Approval of Vestry Meeting Minutes held on Sunday 23 May 2021 - 3) Election of two Church Wardens - 4) Any other business - Close of Vestry Meeting - Prayer ## **Annual Parochial Church Meeting** - 1) Apologies for Absence - 2) Approval of the Electoral Roll - 3) Approval of minutes of the APCM held on Sunday 23 May 2021 - 4) Matters arising from the minutes of the last APCM - 5) Approval of the Annual Report and Accounts for the year ending 31st December 2021 - 6) Appointment of the Auditor for 2022 - 8) Election of the Parochial Church Council (9 members) for 1 year - 9) Discussion of written reports - 10) Any other business - Prayer Close of Annual Parochial Church Meeting _Page 35_ ## **Annual Report and Financial Statements of the** ## **Parochial Church Council of Bradley St Martin** **For the year ended 31[st] December 2021** _**Charity registration number: 1185510**_ |**Contents**|Page| |---|---| |Objectives and Activities|2| |Achievements and performance (see Review of the Year)|8| |Financial Review|3| |Safeguarding|6| |Reporting serious incidents|7| |Fundraising|7| |Volunteers|8| |Review of the Year|8| |Future Plans|11| |Risk Management|11| |Structure, governance and management|11| |Related parties|12| |Reference and administrative details|12| ## **Appendices:** ## **Appendix 1:** Minutes of Church Vestry Meeting and APCM for 2021 ## **Appendix 2:** Independent Examiners Report and Financial Statements for the period 1 January to 31 December 2021 ## **Appendix 3:** Agenda for the Church Vestry Meeting and APCM for the period 1 January to 31 December 2021 _1_ ## **The Parochial Church Council of Bradley St Martin Trustees’ Annual Report for the year ended 31[st] December 2021** _**Charity registration number:**_ **1185510** ## **Objectives and Activities** The Parochial Church Council of Bradley St Martin (the PCC) has the responsibility of co-operating with the incumbent, the Reverend Kate Watson, in promoting in the ecclesiastical parish, the whole mission of the Church, pastoral, evangelical, social and ecumenical. The PCC is also spiritually responsible for the maintenance of the church. The PCC is committed to enabling as many people as possible to worship at St Martin’s Church and to become part of the parish community. Our services and worship put faith into practice through prayer, scripture, music and sacrament. Also, beyond our gathered worship times, the PCC promotes and encourages activities of hospitality and fellowship, including practical and spiritual support as acts of loving kindness and outreach to the community of the parish. ## **Public Benefit** The trustees of the PCC are aware of the Charity Commission’s guidance on public benefit in The Advancement of Religion for the Public Benefit and have had regard to it in their administration of the Charity. The trustees believe that, by promoting the work of the Church of England in the Ecclesiastical Parish of Bradley St Martin it helps to promote the whole mission of the Church (pastoral, evangelistic, social and ecumenical) more effectively, within the Ecclesiastical Parish, and that in doing so it provides a benefit to the public by: - Providing facilities for public worship, pastoral care and spiritual, moral and intellectual development, both for its members and for anyone who wishes to benefit from what the Church offers; and - Promoting Christian values and service by members of the Church in and to their communities, to the benefit of individuals and society as a whole. - Much of the community outreach work of St Martin’s Church is undertaken by volunteers from the church community and involving members of the wider community. _2_ ## **Achievements and Performance** See Review of the Year ## **Financial Review** The New Year of 2021 began with a further national lockdown as the Covid-19 pandemic continued and gatherings were suspended once again including gathered worship at St Martin’s Church and rental of the church centre facilities by renters and other groups. Connection to and support of the St Martin’s Bradley community, including those who were vulnerable, continued throughout the lockdowns as it had throughout 2020 including livestreamed worship. By April 2021, restrictions began to ease; church gatherings resumed and some renters returned, albeit on a reduced scale due to ongoing Covid concerns. The effects on rental income in 2021 were less severe than in 2020, although lower than pre-pandemic levels. A rebate on the Parish Share was once again offered in 2021 and the payments of the roof loan remained suspended until September 2021, enabling St Martin’s PCC to maintain a reduction in outgoings to offset some of the ongoing losses in rental income. We are grateful to our worshipping community who have been consistent with their regular giving to St Martin’s Church, providing a steady income to support our charitable aims. We are also grateful to have received grants and donations to assist with helping those in need within our community. We have utilised the money from our 3% Giving to aid charities both locally, nationally and internationally. We are in a financially stable position moving into 2022 and are grateful that it appears that the worst of the pandemic may be over and hope the coming year will offer greater opportunities to gather for worship, to engage with our local community, to be a centre for community events and to offer good value, high quality rental facilities. Income for 2021 - Unrestricted (including designated) income for the year totalled £45,223 (2020 £43,696). This represents a slight increase on 2020 attributed to the re-start of rental income as Covid restrictions allowed and increases in planned (stewardship) giving. Income overall is still down from pre-pandemic figures (2019 = £64,329). Receipts from planned giving (stewardship) either through our envelope scheme or monthly standing order were £35,634, an increase of some 12.2% over 2020 figures and representing an 8.5% increase over pre-pandemic 2019 figures. At the annual review of planned giving, the congregation were invited to give an additional one-off sum to help address the shortfall. This raised £900 and is included in the _3_ stewardship figures above. Once again, in recognition of the financial challenges of the pandemic, the Diocese offered a reduction in Parish Share, this time of one month’s payment, namely £2,774 (2020 £4,161). The PCC will continue to encourage each person to prayerfully consider his/her stewardship commitment for 2022. The PCC thanks Tony Dutfield for all the work he does behind the scenes as Stewardship Officer. The Stewardship Officer makes Gift Aid tax claims on behalf of the Trustees and plays a vital part in ensuring that stewardship remains a core commitment. Gift Aid remains one of our key sources of income, totalling £7149.89 for the last financial period, a slight reduction compared to 2020, which was itself reduced from 2019. We continue to benefit from extra Gift Aid due to the government allowing charities to claim gift aid on cash donations (maximum value of £30 single donation) although with the lockdowns and limitations of the pandemic, the loose plate giving remained very low perhaps accounting for the reduction in recovered gift aid. Gift Aid is split between general funds or the designated building fund depending on whether funds are needed in general funds to support day-to-day church running. We receive a rebate from OPUS Energy during the year for the energy we generate as a surplus to the National Grid. This year’s rebate was £1,346 however this figure includes £743.41 of 2020’s rebate not being paid until February 2021. Once again, rents contribute a large proportion of our Unrestricted and Designated income, totalling £6,138.50. There was a slight uplift on 2020 figures as restrictions eased during some months and our primary renters Slimming World and Weight Watchers returned. This remains a significant drop compared to pre-pandemic 2019 figures (from £15,548). This drop in rental income will, for the next few years, limit the availability of extra income for the building fund as currently any rental income is allocated to roof loan repayments. Our roof loan commitments, which although suspended during the pandemic, resumed in September 2021 and £4,441.68 was paid in 2021. The outstanding balance is £69,634 at 31 December 2021. During 2022 we anticipate that unless rental income increases, the roof loan repayments will need subsidising from general funds. The PCC is thankful for having such an amazing building and wants to see the building used to serve our congregation and the wider community to its full potential. It is committed to searching for other key users of the building to improve rental incomes as postpandemic opportunities allow. _4_ With regards to expenditure, the biggest expense is the Parish Share, totalling £30,511 for the year, this being once again reduced from the planned commitment as the Diocese granted a onemonth waiver in recognition of the financial difficulties arising from the pandemic (gross Parish Share payable £33,285 less support of £2,774 from the Diocese). For 2022, there has been a revision to the way the Parish Share/Common Fund is calculated and from 1 January 2022, St Martin’s will benefit from a slight reduction of circa £800 per annum over 2021’s undiscounted amount, resulting in a Common Fund request of £32,481. The PCC continue to commit to donate to charities and other causes and facilitate fundraising by the congregation and others. Over the course of the year the PCC allocated over £2269.58, which, considering the ongoing financial challenges of the pandemic, was a fantastic achievement and an increase on 2020. We were pleased to have been able to hold an in-person fundraising evening when restrictions allowed, to boost donations for Operation Christmas Child and money raised at the church Christmas Lunch were for the benefit of the Children’s Society. Donations were also made by individuals to the chosen charities directly. ## Investments We currently have investments with CCLA that accrue interest each year. The 31 December 2021 valuation is shown in note 4 to the accounts. (Copies of the end of year statements are attached to this report). A total of £3,379.96 was accrued in the CCLA restricted fund over the last 12 months. ## **Reserves Policy** The PCC aims to keep approximately two months running costs in reserves. This equates to approximately £5,000. The reserves will be built up over a period of time as and when funds allow. It is at the discretion of the PCC when to utilise the reserve funds and in the instance of the fund being used, it will be voted upon and agreed by the PCC. ## **Investment Policy** The charity is granted power to invest in suitable investments under the PCC Powers Measure 1956 and the Trustees Act 2000. As a charity, the Trustees have a duty of care to take such advice as is appropriate before investments are undertaken. This advice is sought from the Central Board of Finance (CCLA) in London. The charity’s investment policies are based on two key principles: - - Ethical Investment – this includes ensuring that investments are held in companies which have high standards of corporate governance and act in a responsible way towards stakeholders. _5_ - Long-term responsibilities – the trustees are aware of their long-term responsibilities in respect of the Restricted and Unrestricted reserves and as a result follow a prudent approach to investment decisions. Investment policy for long-term funds is aimed primarily at generating a sustainable income, with due regard to the need for the preservation of capital value, and the possible need to realise investments to meet operational needs. The charity does not have a policy of generating income at excessive or high risk – known as “purchasing income”, where high returns are guaranteed at the expense of capital. In summary, the charity has an overall policy to maximise income while preserving the real value of its funds. Due to the nature of the charity, an ethical investment policy is taken into consideration when investments are made: The charity follows the Ethical Investment Advisory policy as recommended by the Lichfield Diocese which includes the following: - “We aim to invest in companies that: - will develop their business in the interests of shareholders; - demonstrate responsible employment practices; - are conscientious concerning issues of corporate governance, the environment and human rights; - are sensitive to the community in which they operate.” Planned giving, collections and donations are the main sources of fund raising along with tax recoverable. ## **Safeguarding** The PCC of St. Martin’s take seriously its responsibility to protect and safeguard the welfare of children and young adults. We continue to commit to developing a safeguarding culture that: - Creates an environment where there is an awareness and vigilance about the signs, symptoms and impacts of abuse - Enable and encourages all concerns and allegations to be raised in order to protect children and adults from harm - Ensures all those who work or volunteer on behalf of the church on behalf of children and adults have the appropriate DBS checks and safeguarding training - Holds to account those in the church community those who disregard the safety of children and adults At the beginning of the year, the safeguarding co-ordinator reminded the PCC, congregation and leaders of groups, of safeguarding policies and procedures when meeting online. An addendum _6_ to the safeguarding policy in response to the Covid-19 pandemic was created, reflecting the move to virtual meetings and worship online. We recognised that we all had a responsibility to safeguard vulnerable members of our community when we were unable to meet in person. Throughout the year, safeguarding was a standing agenda item at all Standing Committee and PCC meetings. The PCC consider they have fulfilled their duty under section 5 of the Safeguarding and Clergy Discipline Measure 2016 (duty to have due regard to House of Bishops’ guidance on safeguarding children and vulnerable adults). ## **Reporting Serious Incidents** A Serious Incident is an adverse event, whether actual or alleged, which results in or risks significant harm to the charity’s beneficiaries, employees, office holders, volunteers or to others who come into contact with the charity through its work, loss of the charity’s money or assets, damage to the charity’s property or harm to the charity’s work or reputation. The PCC is not aware of any Serious Incidents in the last year. ## **Fundraising** The PCC takes its fundraising responsibilities seriously and is very grateful to all donors – whether regular or occasional – for their support of the church and church events. Supporters are never taken for granted and the PCC recognise with thanks the gifts of time and expertise which are also offered, as gifts-in-kind which reduce its financial expenditure, for example the skills of those on the maintenance team who undertake maintenance and refurbishment works voluntarily and cleaning teams. The PCC take full responsibility for fundraising and do not use commercial organisations or professional fundraisers. All money raised is either by donations, grants, fundraising events, special appeals or legacies for which the PCC are most grateful. Despite the difficult conditions during the on-going Covid-19 pandemic and restrictions on gathered worship and fundraising community events and activities, the PCC is encouraged by the ongoing financial commitments made by the congregation, many of whom give a regular weekly or monthly sum via direct debit/standing order or by the ‘envelope’ scheme. The PCC is grateful for the support of local grant making organisations, in particular an annual sum from the Emma Bussey Trust for work supporting the most vulnerable, particularly the elderly, in the Bradley area. The Wolverhampton branch of the Rotary Club gave £750 to the PCC’s Discretionary Fund which is focussed on supporting those in financial hardship. St Martin’s Church registered as an advocate with the charity Acts435. Acts 435 provides specific _7_ practical (financial) help for people known by local churches to be in need by matching financial donors to anonymous requests, posted by the advocate. During 2021, £575 was donated to support 8 individual requests. Needs ranged from a single mum with two young children setting up a new home having fled domestic violence to several people seeking contributions towards Debt Relief Orders through our contact with a local Christians Against Poverty Debt Centre. Wolverhampton City Council donated £1,000 of Ward Funds towards St Martin’s activities which are designated for supporting children and young people and their families through activities and events. ## **Volunteers** The members of the PCC would like to thank all the volunteers who work so hard to make St Martin’s Church a lively and vibrant community. Our special thanks go to our retiring church warden Rosemary Preston who stepped down in May, to our continuing church warden Ian Grennan and new church warden Betty Thomas, all of whom have worked so tirelessly on our behalf. Further thanks go to St Martin’s treasurer Suzanne Clarke-Flavell, for her long hours of dedication to managing the finances and accounts throughout the year. ## **Review of the Year** 2021 began as 2020 ended with the world in the grip of a pandemic and the re-imposition of lockdown restrictions. At St Martin’s Church, within the City of Wolverhampton, we found ourselves in an area of rapidly rising cases and, taking into account the insights of the Director of Public Health, although we were permitted to worship in church, we chose to return to online only worship and were thankful to God for technology! As a result, St Martin’s was able to livestream weekly worship and maintain a sense of worshipping ‘together whilst apart’ during the lockdown for our regular church family members and also, an increasing number of visitors, which was wonderful to see. Livestreaming our Sunday worship has become a long-term fixture even when gatherings were once again permissible and we recognise the value of continuing the Sunday worship livestream to enable those who are not able to return to the building for whatever reason, to join in from wherever they are. Technology also enabled us to meet after each Sunday worship via Zoom for ‘Coffee and Chat’. Again, this was invaluable as a means of keeping in touch with other and also, some of our most vulnerable church family members. Zoom was also used for small groups including ‘Connect and Pray’ and a Lent discipleship group; it was used on Sundays as a breakout ‘room’ for Children’s Groups and monthly for Ignite 5:14 (the children and young people’s group). It wasn’t as good as meeting in person but it was a great way of seeing each other and supporting each other to grow in faith. _8_ It was lovely to open our church gardens used for the National Day of Reflection, 23rd March, as members of our church family and community were invited to come, reflect and pray for anyone who had been affected by the virus. As we approached Easter in April, we were encouraged that restrictions eased and it was wonderful and apt, that the first time in 2021 that our Church family were altogether was Easter Sunday! Although still not quite normal, it certainly felt great to be back in the building and worshipping altogether (either in person or virtually). We erected the wooden cross at the Bradley War Memorial site for the first time since 2019 and for the first time added fresh flowers from daybreak on Easter Sunday. It made a huge statement as lots of people in church and the community took part and shared images and positive comments on social media – a wonderful way of reminding everyone that Jesus rose again. We were delighted from mid-April that restrictions allowed us to start opening up our church centre once again to Baby Massage and Baby Sensory Play courses, Sunshine Corner Stayand-Play and Ignite 5:14 (the Friday evening children and young people’s group). During the spring and summer, Ignite 5:14 enjoyed meeting in the church gardens, blessed on the whole by dry and often sunny evenings and from September, returned to meeting inside the church centre. The church gardens were also chosen as the venue for the Wolverhampton East Member of Parliament Pat McFadden to hold the annual Big Lunch to celebrate the dedication of individuals and groups within the constituency. It has also been wonderful to welcome Betty Thomas as she was elected to the role of Church Warden at our APCM in May as Rosemary Preston stepped down. We give thanks to Rosemary for the many years of service she has given in this role and thank God for her faith, for her commitment and dedication. Post-lockdown in Spring 2021 also saw the emergence of a new community collaboration in Bradley called WeVolve. The group’s first community venture was to hire the church centre to offer drop-in sessions for locals to chat over crafts and games. St Martin’s have since partnered with WeVolve in organising and hosting a number of events, including an October half-term ‘Light Party’ and Santa Specials during December. These events attracted over 200 children and over 400 adults from our local communities. We look forward to developing this relationship and together re-building a stronger sense of community after the isolation and difficulties of the pandemic. Although Revd Kate Watson had been officially in post as priest-in-charge since June 2020, pandemic restrictions had prevented her formal installation and licencing as vicar of the parish of _9_ Bradley St Martin. So, in September, we were delighted to finally host Kate’s official licencing service officiated by the Bishop of Wolverhampton; what a wonderful service and celebration it was, gathering people from several churches and local community representatives. Other groups which had remained closed since the beginning of the first lockdown in 2020 began to meet again during the Autumn term of 2021 including the weekly lunch club, now meeting on a different weekday and re-named The Wednesday Club; the weekly Friday café Hotchpotch also hosting the art group in its midst and the weekly knit and natter group, K2Togs. We also had several baptisms in 2021 and numerous funerals held in church and also funerals held directly at crematoria and cemeteries. It continues to be a privilege for the PCC to support families referred by primary schools in the parish, in particular our link church school, who were experiencing hardship, be it a weekly food shop or utility voucher. The PCC values the links the church has to its community through the three primary schools within the parish and the vicar Kate has been able to contribute to the schools’ Collective Worship through pre-recorded videos and, when restrictions allowed, inperson visits to the link church school. Kate is also a director of the St Martin’s Multi-Academy Trust and local academy governor. As we approached the end of 2021, we supported Operation Christmas Child once more and also, the Christmas Lunch Project (CLP), which provided a thousand families in Wolverhampton with everything necessary for a traditional Christmas lunch and gifts for children. St Martin’s was a distribution hub for the delivery of the CLP hampers as well as contributing financially to the cause. The opportunity to rent the church centre after restrictions eased brought in much needed rental income to support the running costs of the building. The Diocese offered to waive the Parish Share for one month, which also helped our financial situation. The PCC acknowledges the ongoing faithful commitment of church members to regular giving of money and time which enables St Martin’s Church to continue to function within and for the parish in accordance with its aims and objectives. 2021 has again made us reflect on our church family, our connection to our local community and our lives as we faced the challenges of the pandemic and how this has particularly affected some of the more vulnerable members of our communities – our prayers and thoughts are with them and we are privileged to be able to help and support where possible, and to partner with other local groups and agencies and offer signposting to wider support when necessary. _10_ ## **Future Plans** The PCC is hopeful that the worst of the pandemic and associated restrictions are over and that we can operate with greater freedom during 2022. We are mindful that rising costs, in particular utility costs, present a financial challenge and recovering pre-pandemic rental income is seen as the primary vehicle to support the running costs of the building. In the medium-to-longer term the building requires significant capital investments to maintain the fabric. Such large sums will require grants and donations from external funding sources. The PCC along with the congregation are committed to prayerfully reviewing the mission action plan of the parish to ensure our energies and finances are well-focussed and well-delivered to continue to meet our charitable objectives. ## **Risk Management** The Church Wardens carry out regular Health and Safety Reviews and regularly inspect premises for potential hazards. We have safeguarding policies in place for child protection and for work with vulnerable adults, including rigorous DBS checking of staff and volunteers. Our insurances are reviewed annually to ensure adequate cover. An informal review of any new risks which may impact the work of the Church in the Parish is ongoing and Covid-specific risk assessments are undertaken as appropriate. The impact of loss of income from rental and other events during the pandemic and a period of potentially slow recovery, will have an impact during 2022, however close monitoring of income and careful stewardship of expenditure will continue. The PCC will continue to seek grants and financial donations to support its charitable aims. ## **Structure, Governance and Management** The PCC is a Body Corporate established by the Church of England and is a Charity with the Charity Commission. The PCC is governed by the Parochial Church Council Powers Measure (1956) as amended that came into effect on 2[nd] January 1957, and the Church Representation Rules (contained in Schedule 3 to the Synodical Government Measure 1969 as amended). The method of appointment of the PCC members is set out in the Church Representation Rules. The Council comprises the Incumbent, the Churchwardens, a representative of the Readers, those elected to the Deanery Synod, and other members who are elected at the Annual Parochial Church Meeting, by those on the Electoral Roll. The PCC members receive training from courses run by the Diocese. Members of the congregation are always urged to join the Electoral Roll, and to stand for election to the PCC. _11_ The PCC members are responsible for making decisions on all matters of general concern and importance in the parish, and for all financial matters. The PCC met five times during 2021. The Standing Committee comprising the incumbent, church wardens, treasurer, lay reader and PCC secretary meet prior to each PCC and minutes of their meeting are presented to the PCC. PCC members are DBS checked and safeguarding is a standing item on PCC and Standing Committee agendas. The Church Vestry Meeting and Annual Parochial Council Meeting were held on 23 May 2021 and the minutes are included in this report at Appendix 1. ## **Related Parties** ## **Donations from Related Parties** Many of the regular donors are related in some way to Trustees or are Trustees themselves however, all donations, regular and one-off, were received without conditions. ## **Remuneration paid to Trustees** None of the trustees have been paid any remuneration or received any other benefits from employment with the PCC. ## **Expenses paid to Trustees** Trustee expenses during the year have been minor and incurred in relation to the travel costs associated with the incumbent fulfilling her parochial duties, principally funerals. No other Trustee expenses have been incurred during the year _._ ## **Reference and Administrative details** The Church is situated in Slater Street, Bradley, Bilston WV14 8PF and is part of the Deanery of Wolverhampton, in the Diocese of Lichfield. The correspondence address is St Martin’s Vicarage, 7 King Street, Bradley, Bilston, WV14 8PQ. Registered charity number 1185510. Our website address is: www.stmartinsbradley.com. PCC members who have served from 1[st] January 2021 (or date as stated below) until the date this report was approved were **:** _12_ ## **Ex Officio Members** **The Incumbent** The Reverend Kate Watson (Chairperson) **Reader** Matthew Aldridge (Vice Chairperson) **Churchwardens** Ian Grennan Rosemary Preston until 23 May 2021; thereafter Elizabeth (Betty) Thomas **Deanery Synod Reps** Matthew Aldridge Stephen Robinson Rebecca Edkins (PCC Secretary) **Elected Members** (re-elected at the APCM 23 May 2021, no break in service) Elizabeth Thomas (until 23 May 2021, after which she became Church Warden) Suzanne Clarke-Flavell (Treasurer) Carene Spooner Alison Grennan ## **Names and addresses of advisers.** **Bank:** The Cooperative Bank Business Banking, PO Box 250 Skelmersdale WN8 6WT **Investment** CCLA **Managers Independent** Finance Department **Examiner** Diocese of Lichfield WS13 7LD Approved by the PCC on 27[th] April 2022 and signed on its behalf by: ……………………………… . ………………………………. Reverend Kate Watson (Chair) Matt Aldridge (Vice Chair) _13_ ## **Appendix 1** ## **Minutes of Church Vestry Meeting** ## **and** ## **Annual Parochial Church Meeting** **for the period 1 January to 31 December 2021** _14_ ## **Minutes of the St. Martin’s Church Bradley, Church Vestry Meeting held on Sunday 23[rd] May 2021 at 11:20 a.m. in the Church Centre and via Zoom** **Present in the Church Centre:** Karen Aldridge, Matt Aldridge, Margaret Burgess, Pauline Calloway, Terry Calloway, Kath Camm, Suzanne Clarke-Flavell, Allan Edkins, Christine Edkins, Rebecca Edkins (PCC Secretary), Alison Grennan, Ian Grennan, Lilian Horgan, Elsie Howard, Adam Preston, Jackie Robinson, Stephen Robinson, Carene Spooner, Ian Spooner, Elizabeth Thomas, Andy Watson, Rev. Kate Watson (Chair), Julia Wilson, Anthony Yates and Freda Yates. ## **Present via Zoom:** None. The meeting opened with a Bible reading from Paul’s letter to the Ephesians and prayer, led by Rev. Kate Watson. 1. **Apologies for absence:** Apologies of absence received from Jenny Gough. 2. **Approval of Vestry Meeting Minutes held on Sunday 11[th] October 2020** : Suzanne Clarke-Flavell proposed that the minutes were accepted. Ian Grennan seconded acceptance of minutes. This was carried forward unanimously. 3. **Election of two church wardens for two years:** Rev. Kate Watson spoke on behalf of the church family, feeling grateful and thankful for the dedicated service of Rosemary Preston as warden for many years. Rev. Kate shared with those present a gift for Rosemary, to be delivered following the meeting. Rev. Kate explained that we will now move to a rolling election of church wardens, whereby an established and experienced church warden will stand alongside a new or less experienced church warden. Therefore, the following persons may not be in role for two years as specified on today’s agenda. Ian Grennan and Elizabeth Thomas were nominated for the role of church warden for the forthcoming period of time until the APCM in 2022. Rev. Kate announced that both Ian Grennan and Elizabeth Thomas were duly elected as wardens for 2021-22. 4. **Any other business** : None. The meeting closed in prayer, led by Rev. Kate Watson. _15_ ## **Minutes of St Martin’s Church Bradley, Annual Parochial Church Meeting** ## **held on Sunday 23[rd] May 2021 at 11:30 a.m.** **Present in the Church Centre:** Karen Aldridge, Matt Aldridge, Margaret Burgess, Pauline Calloway, Terry Calloway, Kath Camm, Suzanne Clarke-Flavell, Allan Edkins, Christine Edkins, Rebecca Edkins (PCC Secretary), Alison Grennan, Ian Grennan, Lilian Horgan, Elsie Howard, Adam Preston, Jackie Robinson, Stephen Robinson, Carene Spooner, Ian Spooner, Elizabeth Thomas, Andy Watson, Rev. Kate Watson (Chair), Julia Wilson, Anthony Yates and Freda Yates. ## **Present via Zoom:** None. 1. **Apologies for absence:** Apologies of absence received from Jenny Gough. 2. **Approval of the Electoral Roll** : Rev. Kate thanked Christine Edkins for her hard work and commitment in the role of Electoral Roll Officer. Rev. Kate reminded all present that the electoral roll was reviewed completely last year. Rebecca Edkins reported that total number of persons on the electoral roll remains at 64, with no additions or omissions. Rev. Kate Watson proposed that the electoral roll is accepted. This was approved unanimously. 3. **Approval of minutes of the APCM held on Sunday 11[th] October 2020** : Terry Calloway proposed that the minutes be approved, seconded by Christine Edkins. This was approved unanimously. 3. **Matters arising from the minutes of the last APCM** : Elizabeth Thomas asked if Suzanne Clarke-Flavell is willing to continue as treasurer for St. Martin’s. Suzanne confirmed that she is. 4. **Approval of the Annual Report and Accounts for the year ending 31[st] December 2020:** Ian Grennan verbally shared the warden’s report for the year 2020. This included: - Being in a period of interregnum at the start of 2020, with interviews for a new vicar taking place in January 2020 - The successful appointment of Rev. Kate Watson - The refurbishment of the vicarage, with thanks to those who committed time to help with this - The Coronavirus pandemic meaning restrictions in place and limited coming together as a church family - The embracement of online worship by the church family and wider community, allowing us to continue to worship together - Rev. Kate’s virtual licensing in June 2020, sharing thanks for technology in order to let this happen _16_ - A special time of worship and picnic in July 2020 to thank Bryan Preston for his service before beginning his new adventures in Thailand - The ‘Streets of Light’ initiative, to share messages of hope and light in November 2020 - The ‘Wave of Light’ service during Baby Loss Awareness Week - The many celebrations during Christmas, including a virtual nativity which was a huge hit - Ian offered thanks to all who have continued to commit their time and talents to grow the Kingdom of God in Bradley and beyond A slide show of photographs, containing highlights of 2020, was shown to those present. Rev. Kate thanked everyone for their amazing pastoral care towards each other and the wider community throughout 2020, including telephone calls, shopping errands and general support. Rev. Kate confirmed that ‘Streets of Light’ and ‘Nativity windows’ will hopefully be taking place again this year. Rev. Kate thanked Ian Grennan for the warden’s report. Elizabeth Thomas queried page 21 of the annual report - Where has the additional money come from compared to last year? Rev. Kate explained that Sunshine Corner received a grant for additional resources. This money was reconciled into general funds when Sunshine Corner funds became part of church accounts. Acceptance of the Annual Report and Financial Statements of the Parochial Church Council of Bradley St. Martin (For the year ended 31[st] December 2020) proposed by Elizabeth Thomas and seconded by Elsie Howard. All those present were in favour and the report was unanimously accepted. Rev. Kate thanked Tony Dutfield, who is stepping down this year as a PCC member, for his service and for his ongoing work as Stewardship Officer. Rev, Kate also thanked Suzanne Clarke-Flavell in her role as treasurer in such difficult circumstances due to Coronavirus restrictions, Matthew Aldridge as Lay Reader and members of the Standing Committee for their support. Rev. Kate thanked Rebecca Edkins in her role as PCC Secretary. Elise Howard thanks all at St. Martin’s for their ongoing support and care and for the online services which could be enjoyed at home during lockdown. Rev. Kate thanked Adam Preston and Rebecca Edkins for their faithful service in ensuring the technology worked and services were live streamed. 6. **Appointment of the Auditor for 2021** : Terry Calloway proposed that we continue with the Diocese as our auditor. Stephen Robinson seconded the proposal. Everyone present voted in favour. _17_ 7. **Election of the Parochial Church Council (9 members) for 1 year:** Rev. Kate explained that due to our numbers on the electoral roll, it is recommended to have up to 9 members elected onto the PCC. The wardens, treasurer, deanery synod members are all ex offico members. Rev. Kate Watson declared that the following names, which had been proposed and seconded by Church members on the electoral roll and posted on the Church noticeboard in accordance with Canon Law, were duly elected to the Parochial Church Council. They are: Alison Grennan, Carene Spooner. All present in agreement. Rev. Kate expressed her thanks for all who been elected to serve as members of the PCC. ## 9. **Discussion of written reports:** Ian Grennan, on behalf of the wardens, spoke of the sad loss of Iris Hazlehurst and Margaret Corbett and offered thanks for their faithful commitment and dedication. Elizabeth Thomas gave thanks for the various courses which took place via Zoom. Rev. Kate explained that she hopes that as a church family we can become more committed to small groups moving forwards. Rev. Kate thanked all who had joined the online courses as it was a good way for Rev. Kate and Andy Watson to get to know members of the church family. 10. **Any other business:** None. The meeting closed in prayer, led by Matt Aldridge. _18_ # **Appendix 2 Independent Examiners Report** ## **and** **Financial Statements for the period 1 January to 31 December 2021** _Page 19_ ## **The Parochial Church Council of Bradley St Martin** ## **Financial Statements for the Year Ended 31[st] December 2021** ## **1. Accounting Policies** The financial statements of the PCC have been prepared in accordance with the Church Accounting Regulations 2006 using the Receipts and Payments basis. There may be minor discrepancies in the totals as the pence are not being shown. ## **Fixed Assets** Consecrated and benefice property is not included in the accounts by s.10(2)(a)&(C) of the Charities Act 2011. Moveable church furnishings held by the Vicar and Churchwardens on special trust for the PCC and which require a faculty for disposal are inalienable property, listed in the Church’s inventory, which can be inspected (at any reasonable time). For anything acquired prior to 2000 there is insufficient cost information available and therefore such assets are not valued in the financial statements. ## **Description of Funds** **Unrestricted funds** are income funds of the PCC that are available for spending on the general purposes of the PCC, including amounts designated by the PCC for fixed assets for its own use or for spending on a future project and which are therefore not included in its "free reserves" as disclosed in the trustees' annual report. **Restricted funds** comprise of two elements: a) income from trusts or endowments which may be expended only on those restricted objects provided in the terms of the trust or bequest b) donations or grants received for a specific object or invited by the PCC for a specific object. The funds may only be expended on the specific object for which they were given. Any balance remaining unspent at the end of each year must be carried forward as a balance on that fund. The PCC does not usually invest separately for each fund. Where there is no separate investment, interest is apportioned to individual funds on an average balance basis. **Endowment funds** are restricted funds that must be retained as trust capital either permanently or subject to a discretionary power to spend capital as income, and where the use of any income or other benefit derived from the capital may be restricted or unrestricted. Full details of all their restrictions are shown in the notes to the accounts. _Page 20_ ## **2. Fund Description** Below is a description of the funds that have been utilised over the last 12 months: D1 Fund – Restricted Monies raised for Ignite 5:14 leaders to complete the D1 driving license for when the group use a mini bus. Diocesan Fee – Restricted Income from funerals and other fees incurred payable to the Diocese. Fellowship Lunch - Designated Income from fellowship lunch that was held every second Sunday, expenditure to pay for provisions. Knitting Group – Restricted K2Togs knitting group subs. Lent Appeal – Restricted Monies raised for Lent Appeal Good Shepherd Ministry – Restricted Used when raising funds for the Good Shepherd Ministry, typically at Harvest. Sunshine Corner – Restricted Used for the Sunshine Group that met on a Friday morning to support parents with young children. Building Fund - Designated Used for income from rents and expenditure for associated building projects. Money transferred from Building Fund to Energy fund throughout the year (generally £200 per month). Ignite 5:14 Camp – Restricted Payments received from members for the annual trip to Brixham. Energy Fund - Designated Funds from the Building Fund used to maintain income in this account that is used to pay for utilities. Contributing 3[rd] Party Payments – Designated Has been used for two donations received for use with the new project for Babies and Toddlers Group. _Page 21_ ## CCLA Investments – Restricted CCLA Investment funds. General Fund - Unrestricted Income and expenditure for everyday running of church. Christmas Card Appeal – Restricted Monies collected at Christmas in church and donated to a charity. ## Children’s Society – Restricted Monies raised from fund raising events and then donated to The Children’s Society – typically Christingle Service. ## Samaritan’s Purse – Restricted Monies raised from fund raising events and then donated to Samaritan’s Purse, typically The Shoebox Appeal. Fairtrade – Restricted Income from the sale of Fairtrade products. ## Hotch Potch – Restricted Monies raised from the sale of food and drinks from the group of people that attend Hotch Potch on a Friday morning. Tuesday Club – Restricted Monies raised from subs and for lunch that is provided to the patrons of The Tuesday Club that met weekly at lunch time for a hot meal, bingo and fellowship. ## Ignite 5:14 – Restricted Monies raised from subs and the sale of “tuck” for the children and young adults that attend Ignite 5:14 on a Friday evening. ## Emma Bussey Grant – Restricted Grant received annually (after completing an application form). The money is used to subsidise the lunches for The Tuesday Club and has been used to buy kitchen equipment and upgrade the kitchen facilities in the past. _Page 22_ ## **3. Analysis of Transfer between Funds** Building Fund to Energy Fund Transfers from Building fund (income from Rents) to Energy Fund (to pay for utilities), allow £200 / month for transfer between funds per month. One off at £1,600 + one off at £800 = Total for 12 months of £2,400. ## Good Shepherd Ministry Monies paid in from fund raising of £491.72. Money moved into General fund when donation was made to The Good Shepherd Ministry. Fee from Rev Carter taken from General and paid into Good Shepherd Ministry as his donation at Harvest. ## Emma Bussey £279.00 from Emma Bussey fund moved to Tuesday Club to pay for goods purchased for Christmas Hampers for Tuesday Club members. £344.37 taken from General Fund based on donations received for the late Harold Humphries and contributed towards the Tuesday Club Christmas Hampers. CPP Monies were received into the General Fund from Wolverhampton Council, this was designated for Children and Young People and moved to CPP for use on this specific project. _Page 23_ ## **Receipts and Payments Account for the year ended 31 December 2021** ||**Unrestricted Designated Restricted Endowment**|**Unrestricted Designated Restricted Endowment**|**Unrestricted Designated Restricted Endowment**|**Unrestricted Designated Restricted Endowment**|**Total**|**Prior year**| |---|---|---|---|---|---|---| ||**funds**|**funds**|**funds**|**funds**|**funds**|**total funds**| |**Receipts**||||||| |Donations and legacies||||||| |Church Activities|44,926|7,318|9,000|—|61,244|59,298| |Investments|—|—|3,380|—|3,380|3,390| |Other income|297|1,347|—|—|1,644|2,527| |**Total receipts**|**45,223**|**8,664**|**12,380**|**—**|**66,268**|**65,214**| |**Payments**||||||| |Costs of generating funds||||||| |Costs of generating voluntary income|187|—|—|—|187|107| |Mission giving & charity donations|1,925|—|2,025|—|3,949|699| |Other expenditure|—|4,442|—|—|4,442|—| |Church activties|36,166|9,780|6,564|—|52,510|58,869| |**Total payments**|**38,278**|**14,222**|**8,588**|**—**|**61,088**|**59,675**| |**Excess of receipts over payments before**|**6,946**|**(5,557)**|**3,791**|**—**|**5,180**|**5,539**| |**transfer**||||||| |**Transfers**||||||| |Gross transfers between funds - in|598|1,800|298|—|2,696|4,069| |Gross transfers between funds - out|(257)|(1,800)|(639)|—|(2,696)|(4,069)| |**Excess of receipts over payments before**|**7,286**|**(5,557)**|**3,451**|**—**|**5,180**|**5,539**| |**other gains / losses**||||||| |**Net movement in funds**|**7,286**|**(5,557)**|**3,451**|**—**|**5,180**|**5,539**| |**All assets at 01 January 2021**|**7,642**|**6,016**|**31,757**|**—**|**45,415**|**39,876**| |**All assets at 31 December 2021**|**14,928**|**459**|**35,208**|**—**|**50,595**|**45,415**| |**Represented by**||||||| |**Unrestricted**||||||| |General fund|14,928|—|—|—|14,928|7,642| |**Designated**||||||| |Building Fund|—|(1,133)|—|—|(1,133)|3,447| |Energy Fund|—|(249)|—|—|(249)|1,108| |Fellowship Lunch|—|30|—|—|30|211| |Grants - Children And Youth|—|1,812|—|—|1,812|1,250| |**Restricted**||||||| |CCLA Investments|—|—|28,564|—|28,564|25,184| |Childrens Society|—|—|—|—|—|141| _Page 24_ |Christmas Card Appeal|—|—|—|—|—|31| |---|---|---|---|---|---|---| |D1 Fund|—|—|1,423|—|1,423|1,423| |Diocesan Fees|—|—|—|—|—|1,077| |Emma Bussey Grant|—|—|2,219|—|2,219|1,251| |Fairtrade|—|—|985|—|985|1,073| |Families (Bradley Families)|—|—|431|—|431|—| |Good Shepherd Ministry|—|—|—|—|—|1| |Hotch Potch|—|—|247|—|247|300| |Ignite 5:14|—|—|886|—|886|473| |Ignite 5:14 Camp|—|—|(1,668)|—|(1,668)|(1,676)| |Knitting Group|—|—|152|—|152|402| |Lent Appeal|—|—|88|—|88|88| |Samaritans Purse|—|—|—|—|—|15| |Sunshine Corner|—|—|1,596|—|1,596|1,792| |Wednesday Club|—|—|286|—|286|184| ## **Statement of assets and liabilities as at 31 December 2021** ||**General Designated Restricted Endowment**
**This year**
**Last year**| |---|---| |**Current assets - Cash at bank and in hand**
Cooperative Bank 65138001 -
Cooperative Bank 65138441 -
CCLA Fund-
**Totals**
**Current assets - Debtors**
Accounts Receivable -
**Totals**
**Grand total**|14,928
219
6,645
—
21,791
20,226
—
—
—
—
—
5
---
---
28,564
—
28,564
25,184| ||**14,928**
**219**
**35,208**
**—**
**50,355**
**45,415**
—
240
—
—
240
—| ||**—**
**240**
**—**
**—**
**240**
**—**| ||**14,928**
**459**
**35,208**
**—**
**50,595**
**45,415**| ## **Fund movement by type - 2021** ||**Opening**
**Incoming**
**Outgoing**
**TransfersGains/losses**
**Closing**| |---|---| |**ACTS 435 - ACTS 435**
Restricted
**Sub-total for ACTS 435**
**Building - Building Fund**
Designated
**Sub-total for Building**|—
255
255
—
—
—| ||**—**
**255**
**255**
**—**
**—**
**—**
3,447
6,139
8,919
(1,800)
—
(1,133)| ||**3,447**
**6,139**
**8,919**
**(1,800)**
**—**
**(1,133)**| **CAid - Christian Aid** _Page 25_ |Restricted
**Sub-total for CAid**
**Children & - Grants - Children An**
Designated
**Sub-total for Children &**
**Defib - Defib Cabinet**
Restricted
**Sub-total for Defib**
**Energy - Energy Fund**
Designated
**Sub-total for Energy**
**Families(B - Families (Bradley Fa**
Restricted
**Sub-total for Families(B**
**Fees - Diocesan Fees**
Restricted
**Sub-total for Fees**
**FelLunch - Fellowship Lunch**
Designated
**Sub-total for FelLunch**
**Knit - Knitting Group**
Restricted
**Sub-total for Knit**
**Spurse - Samaritans Purse**
Restricted
**Sub-total for Spurse**
**WedClub - Wednesday Club**
Restricted
**Sub-total for WedClub**
**D1 - D1 Fund**
Restricted
**Sub-total for D1**
**Sunshine - Sunshine Corner**
Restricted
**Sub-total for Sunshine**
**Shepherd - Good Shepherd Minist**
Restricted
**Sub-total for Shepherd**|—
141
141
—
—
—| |---|---| ||**—**
**141**
**141**
**—**
**—**
**—**
1,250
1,000
438
—
—
1,812| ||**1,250**
**1,000**
**438**
**—**
**—**
**1,812**
—
—
—
—
—
—| ||**—**
**—**
**—**
**—**
**—**
**—**
1,108
1,347
4,503
1,800
—
(249)| ||**1,108**
**1,347**
**4,503**
**1,800**
**—**
**(249)**
—
750
319
—
—
431| ||**—**
**750**
**319**
**—**
**—**
**431**
1,077
2,970
3,636
(411)
—
—| ||**1,077**
**2,970**
**3,636**
**(411)**
**—**
**—**
211
179
361
—
—
30| ||**211**
**179**
**361**
**—**
**—**
**30**
402
—
250
—
—
152| ||**402**
**—**
**250**
**—**
**—**
**152**
15
651
651
(15)
—
—| ||**15**
**651**
**651**
**(15)**
**—**
**—**
184
538
402
(33)
—
286| ||**184**
**538**
**402**
**(33)**
**—**
**286**
1,423
—
—
—
—
1,423| ||**1,423**
**—**
**—**
**—**
**—**
**1,423**
1,792
421
609
(7)
—
1,596| ||**1,792**
**421**
**609**
**(7)**
**—**
**1,596**
1
267
525
257
—
—| ||**1**
**267**
**525**
**257**
**—**
**—**| _Page 26_ |**Lent - Lent Appeal**
Restricted
**Sub-total for Lent**
**General - General fund**
Unrestricted
**Sub-total for General**
**IgniteCamp - Ignite 5:14 Camp**
Restricted
**Sub-total for IgniteCamp**
**Ignite - Ignite 5:14**
Restricted
**Sub-total for Ignite**
**CCLA - CCLA Investments**
Restricted
**Sub-total for CCLA**
**EmmaBussey - Emma Bussey Grant**
Restricted
**Sub-total for EmmaBussey**
**HotchPotch - Hotch Potch**
Restricted
**Sub-total for HotchPotch**
**Fairtrade - Fairtrade**
Restricted
**Sub-total for Fairtrade**
**ChildSoc - Childrens Society**
Restricted
**Sub-total for ChildSoc**
**CardAppeal - Christmas Card Appea**
Restricted
**Sub-total for CardAppeal**
**Grand total**|88
—
—
—
—
88| |---|---| ||**88**
**—**
**—**
**—**
**—**
**88**
7,642
45,223
38,278
340
—
14,928| ||**7,642**
**45,223**
**38,278**
**340**
**—**
**14,928**
(1,676)
8
—
—
—
(1,668)| ||**(1,676)**
**8**
**—**
**—**
**—**
**(1,668)**
473
1,206
793
—
—
886| ||**473**
**1,206**
**793**
**—**
**—**
**886**
25,184
3,380
—
—
—
28,564| ||**25,184**
**3,380**
**—**
**—**
**—**
**28,564**
1,251
1,000
32
—
—
2,219| ||**1,251**
**1,000**
**32**
**—**
**—**
**2,219**
300
117
170
—
—
247| ||**300**
**117**
**170**
**—**
**—**
**247**
1,073
137
266
41
—
985| ||**1,073**
**137**
**266**
**41**
**—**
**985**
141
541
541
(141)
—
—| ||**141**
**541**
**541**
**(141)**
**—**
**—**
31
—
—
(31)
—
—| ||**31**
**—**
**—**
**(31)**
**—**
**—**| ||**45,415**
**66,268**
**61,088**
**—**
**—**
**50,595**| _Page 27_ ## **Fund movement by type – 2020** ## **Opening Incoming Outgoing Transfers Gains/losses Closing** |**D1 - D1 Fund**
Restricted
**Sub-total for D1**
**Fees - Diocesan Fees**
Restricted
**Sub-total for Fees**
**FelLunch - Fellowship Lunch**
Designated
**Sub-total for FelLunch**
**Knit - Knitting Group**
Restricted
**Sub-total for Knit**
**Lent - Lent Appeal**
Restricted
**Sub-total for Lent**
**Shepherd - Good Shepherd Minist**
Restricted
**Sub-total for Shepherd**
**Sunshine - Sunshine Corner**
Restricted
**Sub-total for Sunshine**
**Building - Building Fund**
Designated
**Sub-total for Building**
**IgniteCamp - Ignite 5:14 Camp**
Restricted
**Sub-total for IgniteCamp**
**Energy - Energy Fund**
Designated
**Sub-total for Energy**
**CPP - Contributing 3rd Par**
Designated|1,423
—
—
—
—
1,423| |---|---| ||**1,423**
**—**
**—**
**—**
**—**
**1,423**
—
1,479
402
—
—
1,077| ||**—**
**1,479**
**402**
**—**
**—**
**1,077**
56
257
102
—
—
211| ||**56**
**257**
**102**
**—**
**—**
**211**
766
61
425
—
—
402| ||**766**
**61**
**425**
**—**
**—**
**402**
—
88
—
—
—
88| ||**—**
**88**
**—**
**—**
**—**
**88**
—
439
—
(438)
—
1| ||**—**
**439**
**—**
**(438)**
**—**
**1**
266
6,031
4,505
—
—
1,792| ||**266**
**6,031**
**4,505**
**—**
**—**
**1,792**
6,163
4,607
4,923
(2,400)
—
3,447| ||**6,163**
**4,607**
**4,923**
**(2,400)**
**—**
**3,447**
1,309
1,290
4,275
—
—
(1,676)| ||**1,309**
**1,290**
**4,275**
**—**
**—**
**(1,676)**
2,844
97
4,233
2,400
—
1,108| ||**2,844**
**97**
**4,233**
**2,400**
**—**
**1,108**
—
750
—
500
—
1,250| _Page 28_ |**Sub-total for CPP**
**CCLA - CCLA Investments**
Restricted
**Sub-total for CCLA**
**General - General fund**
Unrestricted
**Sub-total for General**
**CardAppeal - Christmas Card**
**Appea**
Restricted
**Sub-total for CardAppeal**
**ChildSoc - Childrens Society**
Restricted
**Sub-total for ChildSoc**
**Spurse - Samaritans Purse**
Restricted
**Sub-total for Spurse**
**Fairtrade - Fairtrade**
Restricted
**Sub-total for Fairtrade**
**HotchPotch - Hotch Potch**
Restricted
**Sub-total for HotchPotch**
**TueClub - Tuesday Club**
Restricted
**Sub-total for TueClub**
**Ignite - Ignite 5:14**
Restricted
**Sub-total for Ignite**
**EmmaBussey - Emma Bussey Grant**
Restricted
**Sub-total for EmmaBussey**
**Grand total**|**—**
**750**
**—**
**500**
**—**
**1,250**
21,794
3,390
—
—
—
25,184| |---|---| ||**21,794**
**3,390**
**—**
**—**
**—**
**25,184**
2,061
43,697
38,398
282
—
7,642| ||**2,061**
**43,697**
**38,398**
**282**
**—**
**7,642**
—
31
—
—
—
31| ||**—**
**31**
**—**
**—**
**—**
**31**
—
141
—
—
—
141| ||**—**
**141**
**—**
**—**
**—**
**141**
—
15
—
—
—
15| ||**—**
**15**
**—**
**—**
**—**
**15**
1,041
458
425
—
—
1,073| ||**1,041**
**458**
**425**
**—**
**—**
**1,073**
354
105
160
—
—
300| ||**354**
**105**
**160**
**—**
**—**
**300**
282
730
1,107
279
—
184| ||**282**
**730**
**1,107**
**279**
**—**
**184**
385
551
463
—
—
473| ||**385**
**551**
**463**
**—**
**—**
**473**

1,131
1,000
256
(623)
—
1,251| ||**1,131**
**1,000**
**256**
**(623)**
**—**
**1,251**| ||**39,876**
**65,214**
**59,675**
**—**
**—**
**45,415**| _Page 29_ ## **Analysis of receipts and payments for the year ended 31 December 2021** |**Total**
**Unrestricted Designated Restricted**
**Endowment This year**
**Last year**
**INCOME AND ENDOWMENTS**
**Donations and legacies - Church Activities**
Planned Giving
35,634
—
—
—
35,634
31,278
Collections
—
—
141
—
141
732
Sundry Donations
35
—
—
—
35
1,110
Refreshments
202
—
—
—
202
242
Charity Donations
320
1,000
1,255
—
2,575
1,640
Tax Recovered - Gift Aid
7,150
—
—
—
7,150
7,233
Legacies
—
—
—
—
—
50
Recurring Grants
—
—
—
—
—
1,000
One off Grants
—
—
750
—
750
—
Income - Funerals
1,585
—
2,970
—
4,555
1,668
Church Centre Rents
—
6,139
—
—
6,139
4,629
Mission & Charity Events
—
—
1,459
—
1,459
388
Ignite 5:14 - Subs
—
—
1,115
—
1,115
363
Ignite 5:14 - Tuck
—
—
91
—
91
308
Ignite 5:14 - Camp
—
—
8
—
8
1,170
Hotch Potch
—
—
117
—
117
134
Tuesday Club - Subs
—
—
538
—
538
730
Fellowship Lunch
—
179
—
—
179
257
Fairtrade
—
—
137
—
137
275
Knitting Group
—
—
—
—
—
61
Sunshine Corner
—
—
421
—
421
6,031
Total
44,926
7,318
9,000
—
61,244
59,298
**Investments**
CCLA Investment Dividends
—
—
3,380
—
3,380
3,390
Total
—
—
3,380
—
3,380
3,390
**Other income**
Other Income
297
—
—
—
297
2,430
Opus Energy - Solar Rebate
—
1,347
—
—
1,347
97
Total
297
1,347
—
—
1,644
2,527|**Total**
**Unrestricted Designated Restricted**
**Endowment This year**
**Last year**
**INCOME AND ENDOWMENTS**
**Donations and legacies - Church Activities**
Planned Giving
35,634
—
—
—
35,634
31,278
Collections
—
—
141
—
141
732
Sundry Donations
35
—
—
—
35
1,110
Refreshments
202
—
—
—
202
242
Charity Donations
320
1,000
1,255
—
2,575
1,640
Tax Recovered - Gift Aid
7,150
—
—
—
7,150
7,233
Legacies
—
—
—
—
—
50
Recurring Grants
—
—
—
—
—
1,000
One off Grants
—
—
750
—
750
—
Income - Funerals
1,585
—
2,970
—
4,555
1,668
Church Centre Rents
—
6,139
—
—
6,139
4,629
Mission & Charity Events
—
—
1,459
—
1,459
388
Ignite 5:14 - Subs
—
—
1,115
—
1,115
363
Ignite 5:14 - Tuck
—
—
91
—
91
308
Ignite 5:14 - Camp
—
—
8
—
8
1,170
Hotch Potch
—
—
117
—
117
134
Tuesday Club - Subs
—
—
538
—
538
730
Fellowship Lunch
—
179
—
—
179
257
Fairtrade
—
—
137
—
137
275
Knitting Group
—
—
—
—
—
61
Sunshine Corner
—
—
421
—
421
6,031
Total
44,926
7,318
9,000
—
61,244
59,298
**Investments**
CCLA Investment Dividends
—
—
3,380
—
3,380
3,390
Total
—
—
3,380
—
3,380
3,390
**Other income**
Other Income
297
—
—
—
297
2,430
Opus Energy - Solar Rebate
—
1,347
—
—
1,347
97
Total
297
1,347
—
—
1,644
2,527| |---|---| ||44,926
7,318
9,000
—
61,244
59,298
—
—
3,380
—
3,380
3,390| ||—
—
3,380
—
3,380
3,390
297
—
—
—
297
2,430
—
1,347
—
—
1,347
97| ||297
1,347
—
—
1,644
2,527| |**INCOME TOTAL**|45,223
8,664
12,380
—
66,268
65,214| _Page 30_ ## **EXPENDITURE** ## **Costs of generating funds - Costs of generating voluntary income** |Stewardship Envelopes|187|—|—|—|187|107| |---|---|---|---|---|---|---| |Total|187|—|—|—|187|107| |**Mission giving & charity donations**||||||| |3% Giving|1,745|—|525|—|2,270|—| |Charity Donations|—|—|868|—|868|699| |Special Appeals|180|—|631|—|811|—| |Total|1,925|—|2,025|—|3,949|699| |**Other expenditure**||||||| |Roof Loan|—|4,442|—|—|4,442|—| |Total|—|4,442|—|—|4,442|—| |**Church activities**||||||| |Parish Share|36,059|—|—|—|36,059|33,285| |Parish Share Support|(2,774)|—|—|—|(2,774)|(4,161)| |Funerals|—|—|3,636|—|3,636|402| |Clergy Expenses - Telephone|398|—|—|—|398|388| |Clergy Expenses - Transport|213|—|—|—|213|41| |Visiting Clergy Expenses|78|—|—|—|78|120| |Vicarage Decoration Scheme|—|250|—|—|250|2,145| |Sunday Children's Provision|58|—|—|—|58|—| |Sunshine Corner|—|—|609|—|609|4,505| |Ignite 5:14|—|—|793|—|793|463| |Ignite 5:14 - Camp|—|—|—|—|—|4,275| |Baptism Ministry|81|—|—|—|81|—| |School Bibles|145|—|—|—|145|68| |Courses|—|213|—|—|213|—| |Tuesday Club|—|—|402|—|402|1,107| |Hotch Potch|—|—|170|—|170|43| |Mission & Outreach Events|530|225|439|—|1,194|813| |Knitting Group|—|—|250|—|250|425| |Churches Together in Bilston &|10|—|—|—|10|50| |Bradley||||||| |Insurance|116|1,270|—|—|1,386|1,391| |Cleaning & Housekeeping|270|432|—|—|702|577| |Refreshments|114|—|—|—|114|32| |Catering|119|—|—|—|119|180| _Page 31_ |Fellowship Lunch
Fairtrade
Provision of Services
Routine Maintenance & Minor
Repairs
Security & Safety
Telephone & Internet
Heating & Plumbing
Kitchen Equipment
Care of Church Grounds
Stationary & Postage
Technology Expenses
Printing
Licences
Transport Costs
Quinquennial Reports & Surveys
Other Expenditure
Utilities - Electricity
Utilities - Gas
Utilities - Water
Auditors Fees
Total|—
361
—
—
361
102
—
—
266
—
266
425
731
—
—
—
731
550
—
—
—
—
—
1,210
96
1,585
—
—
1,680
975
864
—
—
—
864
864
24
472
—
—
496
460
45
—
—
—
45
232
—
70
—
—
70
33
25
—
—
—
25
16
—
—
—
—
—
194
131
—
—
—
131
244
1,395
—
—
—
1,395
1,270
—
—
—
—
—
72
—
200
—
—
200
—
35
11
—
—
45
749
59
1,123
—
—
1,181
1,222
6
3,381
—
—
3,387
3,400
14
187
—
—
201
625
100
—
—
—
100
75| |---|---| ||36,166
9,780
6,564
—
52,510
58,869| |**EXPENDITURE TOTAL**|38,278
14,222
8,588
—
61,088
59,675| ||| |**GRAND TOTAL**|6,946
(5,557)
3,791
—
5,180
5,539| ## **4. Fixed Assets** _LDT holds Property fund and Investment fund shares - values at 31.12.2021 were:_ |_No. of_
_units_
120002010P
CBF investment
_11,263.80_
_120001085S_
CBF investment
_4,455.18_|£
16,655.78
104,331.85| |---|---| ||**120,987.63**| ## **5. Liabilities** _Page 32_ ||2021
£|2020
£| |---|---|---| |||| |Parish share|0|0| |Other creditors|0|50| |Roof Loan|69,634|73,710| |3% Giving (see below)|0|
962| |**Total**|**69,634**|**74,672**| In 2021, 3% Giving payments made to charities usually by end of year, however, final three payments made 14.02.21 to the following, including monies raised through fund raising events. Samaritan’s Purse - £15 from fund, £100 donations and then 3% Giving of £225.60 Total donated £340.00 (Whole amount online). Children’s Society - £171.75 from Christmas Cards and 3% Giving £225.62. Total donated £397.00 (Whole amount online). The Christmas Lunch Project – Donated 3% Giving only of £225.62 _Page 33_ ## **Appendix 3** # **Agenda** ## **for** ## **Church Vestry Meeting** ## **and** **Annual Parochial Church Meeting for the period** **1 January to 31 December 2021 To be held on Sunday 15 May 2022 at 11.45am** _Page 34_ ## **Church Vestry and Annual Parochial Church Meeting Agenda** The St Martin’s Church Vestry and Annual Parochial Church Meeting will be held on Sunday 15 May 2022 at 11:45 a.m. ## **The meeting will open with Bible Reading and Prayer** ## **Church Vestry Meeting** - 1) Apologies for absence - 2) Approval of Vestry Meeting Minutes held on Sunday 23 May 2021 - 3) Election of two Church Wardens - 4) Any other business - Close of Vestry Meeting - Prayer ## **Annual Parochial Church Meeting** - 1) Apologies for Absence - 2) Approval of the Electoral Roll - 3) Approval of minutes of the APCM held on Sunday 23 May 2021 - 4) Matters arising from the minutes of the last APCM - 5) Approval of the Annual Report and Accounts for the year ending 31st December 2021 - 6) Appointment of the Auditor for 2022 - 8) Election of the Parochial Church Council (9 members) for 1 year - 9) Discussion of written reports - 10) Any other business - Prayer Close of Annual Parochial Church Meeting _Page 35_ ## **Independent Examiner’s report to the trustees/members of The PCC of Bradley St Martin** Registered charity number: 1185510 I report on the accounts for the year ended 31[st] December 2021 which are set out on the following pages. ## **Respective responsibilities of the Trustees and Independent Examiner** The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under Section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. It is my responsibility - to examine the accounts under section 145 of the Charities Act, - to follow the procedures laid down in the General Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and - to state whether particular matters have come to my attention. ## **Basis of Independent Examiner's Statement** My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a “true and fair” view and the report is limited to those matters set out in the statement below. ## **Independent Examiner's Statement** In connection with my examination, no material matters have come to my attention which gives me cause to believe that in any material respect: - accounting records were not kept in accordance with section 130 of the Charities Act or - the accounts do not accord with the with the accounting records - the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination. I have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signed: ……………………………………… Lichfield Diocesan Board of Finance St Marys House, The Close, Lichfield. WS13 7LD 13/05/2022 Date: …………………………………